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
$260M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.9M
3
+$5.12M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$5.05M
5
VALE icon
Vale
VALE
+$2.63M

Top Sells

1
+$9.35M
2
+$3.15M
3
+$3.03M
4
FCX icon
Freeport-McMoran
FCX
+$1.46M
5
DD icon
DuPont de Nemours
DD
+$1.23M

Sector Composition

1 Technology 16.6%
2 Industrials 14.9%
3 Healthcare 13.71%
4 Energy 11.98%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K 0.01%
500
-500
277
$13K 0.01%
850
-1,000
278
$12K ﹤0.01%
580
279
$12K ﹤0.01%
250
280
$12K ﹤0.01%
1,000
281
$12K ﹤0.01%
175
282
$12K ﹤0.01%
304
+239
283
$11K ﹤0.01%
1,000
284
$11K ﹤0.01%
+1,500
285
$11K ﹤0.01%
104
286
$11K ﹤0.01%
453
+153
287
$11K ﹤0.01%
200
288
$11K ﹤0.01%
+283
289
$11K ﹤0.01%
1,000
290
$11K ﹤0.01%
5,000
+1,500
291
$11K ﹤0.01%
27,000
292
$11K ﹤0.01%
200
293
$10K ﹤0.01%
+430
294
$10K ﹤0.01%
336
295
$10K ﹤0.01%
+150
296
$10K ﹤0.01%
+600
297
$10K ﹤0.01%
+750
298
$9K ﹤0.01%
319
299
$9K ﹤0.01%
9
300
$9K ﹤0.01%
400
10 11
12
13 14