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
$513M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$2.5M
3
+$2.35M
4
NMRK icon
Newmark Group
NMRK
+$2.25M
5
AAPL icon
Apple
AAPL
+$1.55M

Top Sells

1
+$1.11M
2
+$849K
3
+$736K
4
PMT
PennyMac Mortgage Investment
PMT
+$421K
5
JPC icon
Nuveen Preferred & Income Opportunities Fund
JPC
+$371K

Sector Composition

1 Technology 14.89%
2 Financials 13.23%
3 Communication Services 12.19%
4 Healthcare 10.5%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17K ﹤0.01%
129
+101
277
$17K ﹤0.01%
75
278
$17K ﹤0.01%
800
279
$16K ﹤0.01%
820
280
$16K ﹤0.01%
145
+62
281
$16K ﹤0.01%
18,875
282
$15K ﹤0.01%
550
-350
283
$15K ﹤0.01%
692
284
$15K ﹤0.01%
100
285
$14K ﹤0.01%
1,234
286
$14K ﹤0.01%
+1,613
287
$14K ﹤0.01%
62
288
$14K ﹤0.01%
300
289
$14K ﹤0.01%
2,715
290
$14K ﹤0.01%
+1,000
291
$13K ﹤0.01%
150
292
$13K ﹤0.01%
40
293
$13K ﹤0.01%
+300
294
$13K ﹤0.01%
220
295
$12K ﹤0.01%
120
296
$12K ﹤0.01%
+60
297
$11K ﹤0.01%
267
298
$11K ﹤0.01%
180
+50
299
$11K ﹤0.01%
2,000
300
$11K ﹤0.01%
100
10 11
12
13 14