EWM

Edge Wealth Management Portfolio holdings

AUM $565M
1-Year Est. Return 15.22%
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$4.62M
3
+$2.2M
4
ETN icon
Eaton
ETN
+$1.68M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.25M

Top Sells

1
+$6.98M
2
+$4.8M
3
+$3.55M
4
GG
Goldcorp Inc
GG
+$425K
5
EMR icon
Emerson Electric
EMR
+$345K

Sector Composition

1 Industrials 21.46%
2 Healthcare 16.68%
3 Technology 14.93%
4 Energy 14.39%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
50
277
$4K ﹤0.01%
54
278
$4K ﹤0.01%
1,214
279
$4K ﹤0.01%
+300
280
$3K ﹤0.01%
80
281
$3K ﹤0.01%
3,000
-697
282
$3K ﹤0.01%
119
283
$3K ﹤0.01%
+42
284
$3K ﹤0.01%
150
285
$3K ﹤0.01%
84
286
$3K ﹤0.01%
134
287
$3K ﹤0.01%
+60
288
$3K ﹤0.01%
+34
289
$2K ﹤0.01%
10
-7
290
$2K ﹤0.01%
+641
291
$2K ﹤0.01%
195
292
$2K ﹤0.01%
160
293
$2K ﹤0.01%
50
-40
294
$2K ﹤0.01%
55
295
$2K ﹤0.01%
60
296
$2K ﹤0.01%
83
297
$2K ﹤0.01%
50
298
$2K ﹤0.01%
64
299
$2K ﹤0.01%
50
300
$2K ﹤0.01%
100
10 11
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