EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+8.28%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$500M
AUM Growth
+$65.9M
(+15%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
7.6%
Top 10 Holdings %
Top 10 Hldgs %
37.22%
Holding
657
New
51
Increased
114
Reduced
77
Closed
57
Top Buys
| 1 |
PayPal
PYPL
|
$8.87M |
| 2 |
Public Storage
PSA
|
$8.37M |
| 3 |
Medtronic
MDT
|
$4.06M |
| 4 |
Amazon
AMZN
|
$3.87M |
| 5 |
Accenture
ACN
|
$2.96M |
Top Sells
| 1 |
Alerian MLP ETF
AMLP
|
$3.49M |
| 2 |
AT&T
T
|
$3.25M |
| 3 |
Enterprise Products Partners
EPD
|
$2.91M |
| 4 |
Bank of America Depository Shares Series HH
BAC.PRK
|
$2.39M |
| 5 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$2.37M |
Sector Composition
| 1 | Technology | 18.86% |
| 2 | Healthcare | 14.51% |
| 3 | Financials | 11.32% |
| 4 | Communication Services | 7.58% |
| 5 | Industrials | 6.23% |
