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
$239M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.52M
3
+$6.13M
4
T icon
AT&T
T
+$4.09M
5
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.95M

Top Sells

1
+$5.81M
2
+$5.45M
3
+$5.3M
4
DD icon
DuPont de Nemours
DD
+$5.14M
5
EMR icon
Emerson Electric
EMR
+$3.81M

Sector Composition

1 Energy 16.31%
2 Industrials 13.8%
3 Technology 13.55%
4 Healthcare 10.02%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K 0.01%
700
-500
277
$12K 0.01%
792
278
$12K 0.01%
200
279
$11K ﹤0.01%
1,000
280
$11K ﹤0.01%
250
-213
281
$11K ﹤0.01%
104
282
$11K ﹤0.01%
+1
283
$10K ﹤0.01%
+667
284
$10K ﹤0.01%
200
285
$10K ﹤0.01%
319
286
$10K ﹤0.01%
390
-6,720
287
$9K ﹤0.01%
490
288
$9K ﹤0.01%
213
-25,000
289
$9K ﹤0.01%
537
290
$9K ﹤0.01%
+400
291
$8K ﹤0.01%
3
+1
292
$8K ﹤0.01%
135
+25
293
$8K ﹤0.01%
9
+3
294
$8K ﹤0.01%
12
295
$7K ﹤0.01%
750
296
$7K ﹤0.01%
162
+62
297
$7K ﹤0.01%
200
298
$7K ﹤0.01%
58
299
$7K ﹤0.01%
225
300
$7K ﹤0.01%
+1,400
10 11
12
13 14