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
$239M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.52M
3
+$6.13M
4
T icon
AT&T
T
+$4.09M
5
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.95M

Top Sells

1
+$5.81M
2
+$5.45M
3
+$5.3M
4
DD icon
DuPont de Nemours
DD
+$5.14M
5
EMR icon
Emerson Electric
EMR
+$3.81M

Sector Composition

1 Energy 16.31%
2 Industrials 13.8%
3 Technology 13.55%
4 Healthcare 10.02%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7K ﹤0.01%
500
-767
302
$7K ﹤0.01%
75
+25
303
$7K ﹤0.01%
10
304
$7K ﹤0.01%
+180
305
$7K ﹤0.01%
+200
306
$7K ﹤0.01%
+397
307
$7K ﹤0.01%
+400
308
$6K ﹤0.01%
140
309
$6K ﹤0.01%
35
310
$6K ﹤0.01%
+225
311
$6K ﹤0.01%
225
312
$6K ﹤0.01%
750
313
$6K ﹤0.01%
153
+1
314
$6K ﹤0.01%
2,100
-1,000
315
$6K ﹤0.01%
150
316
$5K ﹤0.01%
340
-100
317
$5K ﹤0.01%
869
318
$5K ﹤0.01%
1,214
319
$5K ﹤0.01%
+40
320
$5K ﹤0.01%
+200
321
$5K ﹤0.01%
+500
322
$5K ﹤0.01%
300
323
$4K ﹤0.01%
+100
324
$4K ﹤0.01%
57
325
$4K ﹤0.01%
+75
11 12
13
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