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
$265M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.76M
3
+$3.11M
4
EMR icon
Emerson Electric
EMR
+$2.59M
5
QCOM icon
Qualcomm
QCOM
+$2.26M

Top Sells

1
+$6.47M
2
+$5.78M
3
+$3.3M
4
LNKD
LinkedIn Corporation
LNKD
+$3.28M
5
UPS icon
United Parcel Service
UPS
+$2.95M

Sector Composition

1 Healthcare 13.72%
2 Industrials 13.21%
3 Financials 12.03%
4 Communication Services 11.45%
5 Energy 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11K ﹤0.01%
200
277
$11K ﹤0.01%
250
278
$11K ﹤0.01%
+500
279
$11K ﹤0.01%
283
280
$11K ﹤0.01%
200
281
$10K ﹤0.01%
1,450
282
$10K ﹤0.01%
321
+300
283
$10K ﹤0.01%
416
284
$10K ﹤0.01%
70
285
$10K ﹤0.01%
230
286
$10K ﹤0.01%
82
287
$10K ﹤0.01%
2,180
288
$10K ﹤0.01%
3,000
289
$10K ﹤0.01%
221
290
$10K ﹤0.01%
200
291
$10K ﹤0.01%
500
292
$10K ﹤0.01%
400
293
$9K ﹤0.01%
500
294
$9K ﹤0.01%
50
295
$9K ﹤0.01%
580
296
$9K ﹤0.01%
207
297
$9K ﹤0.01%
319
298
$9K ﹤0.01%
200
299
$9K ﹤0.01%
+1,540
300
$9K ﹤0.01%
600
10 11
12
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