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
$406M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.13M
3
+$4.94M
4
HAL icon
Halliburton
HAL
+$4.52M
5
ETN icon
Eaton
ETN
+$3.84M

Top Sells

1
+$13.1M
2
+$3.58M
3
+$1.61M
4
MRK icon
Merck
MRK
+$1.34M
5
PG icon
Procter & Gamble
PG
+$1.34M

Sector Composition

1 Technology 16.15%
2 Healthcare 11.36%
3 Financials 8.55%
4 Energy 8.13%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30K 0.01%
+340
277
$30K 0.01%
465
278
$29K 0.01%
1,575
279
$28K 0.01%
2,201
280
$28K 0.01%
490
-200
281
$28K 0.01%
2,501
-2,925
282
$28K 0.01%
1,500
283
$27K 0.01%
5,000
284
$27K 0.01%
1,418
285
$27K 0.01%
+444
286
$27K 0.01%
400
287
$27K 0.01%
105
288
$27K 0.01%
953
289
$26K 0.01%
1,000
290
$26K 0.01%
495
-250,015
291
$26K 0.01%
1,000
292
$26K 0.01%
1,000
293
$25K 0.01%
590
-363
294
$25K 0.01%
475
-1,975
295
$25K 0.01%
159
296
$25K 0.01%
100
297
$25K 0.01%
307
298
$25K 0.01%
398
-166
299
$25K 0.01%
1,500
300
$24K 0.01%
825
10 11
12
13 14