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
$241M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.46M
3
+$1.87M
4
FCX icon
Freeport-McMoran
FCX
+$1.46M
5
EMC
EMC CORPORATION
EMC
+$1.17M

Top Sells

1
+$11.6M
2
+$9.08M
3
+$6.23M
4
EFT
Eaton Vance Floating-Rate Income Trust
EFT
+$1.77M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Energy 15.12%
2 Technology 15%
3 Industrials 14.53%
4 Healthcare 13.81%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11K ﹤0.01%
244
-60
277
$11K ﹤0.01%
336
-16
278
$11K ﹤0.01%
104
279
$11K ﹤0.01%
1
280
$11K ﹤0.01%
27,000
281
$10K ﹤0.01%
+7,627
282
$10K ﹤0.01%
537
283
$10K ﹤0.01%
319
284
$10K ﹤0.01%
250
-3,600
285
$10K ﹤0.01%
+343
286
$10K ﹤0.01%
+1,500
287
$9K ﹤0.01%
490
288
$9K ﹤0.01%
+300
289
$9K ﹤0.01%
750
290
$9K ﹤0.01%
1,400
291
$9K ﹤0.01%
360
-30
292
$9K ﹤0.01%
400
293
$8K ﹤0.01%
+750
294
$8K ﹤0.01%
162
295
$8K ﹤0.01%
300
+217
296
$8K ﹤0.01%
135
297
$8K ﹤0.01%
9
298
$8K ﹤0.01%
+1,000
299
$8K ﹤0.01%
750
-500
300
$8K ﹤0.01%
400
10 11
12
13 14