EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
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
637
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$2.64M
3
+$2.25M
4
T icon
AT&T
T
+$1.65M
5
PG icon
Procter & Gamble
PG
+$1.25M

Top Sells

1
+$7.77M
2
+$2.54M
3
+$2.26M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.51M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.25M

Sector Composition

1 Technology 16.77%
2 Healthcare 11.23%
3 Communication Services 10.54%
4 Financials 7.12%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$35K 0.01%
+180
277
$35K 0.01%
1,453
278
$35K 0.01%
450
279
$34K 0.01%
+465
280
$34K 0.01%
466
281
$34K 0.01%
+325
282
$33K 0.01%
394
+44
283
$33K 0.01%
+245
284
$33K 0.01%
444
285
$33K 0.01%
1,500
286
$33K 0.01%
5,005
+5
287
$32K 0.01%
+1,000
288
$32K 0.01%
700
+500
289
$31K 0.01%
+280
290
$31K 0.01%
650
291
$31K 0.01%
465
292
$31K 0.01%
884
+4
293
$30K 0.01%
+210
294
$30K 0.01%
1,875
295
$29K 0.01%
209
296
$29K 0.01%
500
297
$29K 0.01%
83
+41
298
$29K 0.01%
1,000
299
$28K 0.01%
+920
300
$28K 0.01%
3,000
10 11
12
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