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
$240M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.56M
3
+$3.9M
4
GD icon
General Dynamics
GD
+$3.53M
5
BHI
Baker Hughes
BHI
+$3.51M

Top Sells

1
+$8.63M
2
+$6.26M
3
+$5.05M
4
YUM icon
Yum! Brands
YUM
+$4.86M
5
SLB icon
SLB Ltd
SLB
+$2.89M

Sector Composition

1 Technology 16.63%
2 Healthcare 16.44%
3 Industrials 12.37%
4 Financials 10.82%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15K 0.01%
962
277
$14K 0.01%
100
278
$14K 0.01%
400
279
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534
280
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167
281
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8
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282
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283
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+510
284
$13K 0.01%
915
285
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167
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286
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500
287
$13K 0.01%
176
288
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3,000
289
$13K 0.01%
500
290
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70
291
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+1,255
292
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200
293
$12K 0.01%
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294
$12K 0.01%
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295
$11K ﹤0.01%
250
296
$11K ﹤0.01%
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297
$11K ﹤0.01%
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298
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299
$11K ﹤0.01%
319
300
$11K ﹤0.01%
200
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