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
$434M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.84M
3
+$2.62M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.58M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.39M

Top Sells

1
+$11.2M
2
+$8.15M
3
+$7.48M
4
HAL icon
Halliburton
HAL
+$3.62M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.68M

Sector Composition

1 Technology 18.01%
2 Healthcare 11.61%
3 Communication Services 8.63%
4 Financials 8.5%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$36K 0.01%
449
+1
277
$35K 0.01%
1,085
278
$34K 0.01%
773
+373
279
$33K 0.01%
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280
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281
$33K 0.01%
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282
$32K 0.01%
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283
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1,575
284
$32K 0.01%
307
285
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465
286
$32K 0.01%
2,036
+15
287
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288
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289
$31K 0.01%
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290
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124
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291
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292
$30K 0.01%
495
293
$29K 0.01%
525
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294
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295
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296
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297
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318
298
$27K 0.01%
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299
$26K 0.01%
3,000
300
$26K 0.01%
709
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12
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