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
$330M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.18M
3
+$4.82M
4
SO icon
Southern Company
SO
+$4.08M
5
BP icon
BP
BP
+$3.33M

Top Sells

1
+$4.9M
2
+$3.94M
3
+$3.83M
4
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.51M
5
JNJ icon
Johnson & Johnson
JNJ
+$3M

Sector Composition

1 Technology 17.55%
2 Healthcare 15.59%
3 Industrials 11.75%
4 Communication Services 10.57%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27K 0.01%
1,000
277
$27K 0.01%
1,000
278
$26K 0.01%
159
279
$26K 0.01%
437
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$25K 0.01%
465
281
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282
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1,000
283
$24K 0.01%
320
284
$24K 0.01%
847
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285
$24K 0.01%
450
286
$23K 0.01%
340
287
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765
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288
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289
$22K 0.01%
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290
$22K 0.01%
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291
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292
$22K 0.01%
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293
$22K 0.01%
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294
$22K 0.01%
695
295
$21K 0.01%
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296
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297
$21K 0.01%
2,106
298
$20K 0.01%
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299
$20K 0.01%
670
300
$20K 0.01%
3,054
10 11
12
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