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
$317M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$8.82M
3
+$4.64M
4
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.51M
5
CSCO icon
Cisco
CSCO
+$2.94M

Top Sells

1
+$5.38M
2
+$3.17M
3
+$2.76M
4
C icon
Citigroup
C
+$2.16M
5
WFC icon
Wells Fargo
WFC
+$1.74M

Sector Composition

1 Technology 18.06%
2 Healthcare 15.25%
3 Industrials 12.49%
4 Communication Services 10.69%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24K 0.01%
+925
277
$23K 0.01%
+400
278
$23K 0.01%
500
279
$22K 0.01%
1,000
280
$22K 0.01%
320
281
$22K 0.01%
340
-362
282
$22K 0.01%
1,000
283
$21K 0.01%
1,050
284
$21K 0.01%
1,000
285
$21K 0.01%
2,106
-1,140
286
$21K 0.01%
390
287
$21K 0.01%
695
288
$21K 0.01%
2,180
289
$20K 0.01%
500
-1,102
290
$20K 0.01%
3,054
291
$20K 0.01%
697
292
$20K 0.01%
2,000
293
$19K 0.01%
610
294
$19K 0.01%
500
295
$19K 0.01%
1,260
296
$19K 0.01%
15
297
$18K 0.01%
670
298
$18K 0.01%
1,500
299
$18K 0.01%
400
300
$18K 0.01%
450
10 11
12
13 14