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
$393M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$2.56M
3
+$2.26M
4
T icon
AT&T
T
+$1.6M
5
PG icon
Procter & Gamble
PG
+$1.3M

Top Sells

1
+$7.34M
2
+$2.43M
3
+$2.26M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.25M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.25M

Sector Composition

1 Technology 16.78%
2 Healthcare 11.23%
3 Communication Services 10.54%
4 Financials 7.12%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$35K 0.01%
420
277
$35K 0.01%
+180
278
$35K 0.01%
+500
279
$35K 0.01%
1,453
280
$35K 0.01%
450
281
$34K 0.01%
+465
282
$34K 0.01%
466
283
$34K 0.01%
+325
284
$33K 0.01%
+245
285
$33K 0.01%
444
286
$33K 0.01%
394
+44
287
$33K 0.01%
1,500
288
$33K 0.01%
5,005
+5
289
$32K 0.01%
+1,000
290
$32K 0.01%
700
+500
291
$31K 0.01%
+280
292
$31K 0.01%
650
293
$31K 0.01%
465
294
$31K 0.01%
442
+2
295
$30K 0.01%
+210
296
$30K 0.01%
1,250
297
$29K 0.01%
209
298
$29K 0.01%
500
299
$29K 0.01%
83
+41
300
$29K 0.01%
1,000
10 11
12
13 14