EWM
Edge Wealth Management Portfolio holdings
AUM
$566M
1-Year Est. Return
19.01%
This Fund
S&P 500
1 Year Est. Return
+19.01%
AUM
$241M
AUM Growth
+$1.64M
(+0.69%)
Holding
463
Top Buys
| 1 | +$6.76M | |
| 2 | +$2.51M | |
| 3 | +$1.81M | |
| 4 |
Freeport-McMoran
FCX
|
+$1.37M |
| 5 |
EMC
EMC CORPORATION
EMC
|
+$1.17M |
Top Sells
| 1 | +$11.3M | |
| 2 | +$8.58M | |
| 3 | +$5.89M | |
| 4 |
EFT
Eaton Vance Floating-Rate Income Trust
EFT
|
+$1.78M |
| 5 |
Philip Morris
PM
|
+$956K |
Sector Composition
| 1 | Industrials | 15.96% |
| 2 | Energy | 15.12% |
| 3 | Healthcare | 13.81% |
| 4 | Technology | 13.57% |
| 5 | Consumer Staples | 9.13% |