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
$241M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.46M
3
+$1.87M
4
FCX icon
Freeport-McMoran
FCX
+$1.46M
5
EMC
EMC CORPORATION
EMC
+$1.17M

Top Sells

1
+$11.6M
2
+$9.08M
3
+$6.23M
4
EFT
Eaton Vance Floating-Rate Income Trust
EFT
+$1.77M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Energy 15.12%
2 Technology 15%
3 Industrials 14.53%
4 Healthcare 13.81%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7K ﹤0.01%
+145
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55
-3
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500
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750
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53
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$5K ﹤0.01%
100
-113
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$5K ﹤0.01%
225
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$5K ﹤0.01%
869
317
$5K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
+68
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$4K ﹤0.01%
120
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$4K ﹤0.01%
1,214
325
$4K ﹤0.01%
100
11 12
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