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
$440M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$2.2M
3
+$1.74M
4
AEP icon
American Electric Power
AEP
+$1.65M
5
KO icon
Coca-Cola
KO
+$1.5M

Top Sells

1
+$7.01M
2
+$6.28M
3
+$6.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.51M
5
AMZN icon
Amazon
AMZN
+$2.51M

Sector Composition

1 Technology 14.19%
2 Healthcare 11.71%
3 Financials 11.56%
4 Communication Services 10.42%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K ﹤0.01%
54
-69
277
$7K ﹤0.01%
233
278
$7K ﹤0.01%
120
279
$7K ﹤0.01%
220
280
$7K ﹤0.01%
20
281
$7K ﹤0.01%
3,000
-1,000
282
$6K ﹤0.01%
55
283
$6K ﹤0.01%
52
-1,967
284
$6K ﹤0.01%
+50
285
$6K ﹤0.01%
327
286
$6K ﹤0.01%
52
287
$6K ﹤0.01%
25
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370
-300
289
$6K ﹤0.01%
1,000
290
$5K ﹤0.01%
20
291
$5K ﹤0.01%
30
-500
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240
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$4K ﹤0.01%
1,000
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$4K ﹤0.01%
250
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$4K ﹤0.01%
+116
297
$4K ﹤0.01%
+150
298
$4K ﹤0.01%
60
-175
299
$4K ﹤0.01%
+30
300
$4K ﹤0.01%
95
10 11
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