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
$265M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.76M
3
+$3.11M
4
EMR icon
Emerson Electric
EMR
+$2.59M
5
QCOM icon
Qualcomm
QCOM
+$2.26M

Top Sells

1
+$6.47M
2
+$5.78M
3
+$3.3M
4
LNKD
LinkedIn Corporation
LNKD
+$3.28M
5
UPS icon
United Parcel Service
UPS
+$2.95M

Sector Composition

1 Healthcare 13.72%
2 Industrials 13.21%
3 Financials 12.03%
4 Communication Services 11.45%
5 Energy 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8K ﹤0.01%
300
302
$8K ﹤0.01%
232
+1
303
$8K ﹤0.01%
700
-12,000
304
$8K ﹤0.01%
450
305
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330
306
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201
+60
307
$8K ﹤0.01%
150
-50
308
$8K ﹤0.01%
150
309
$8K ﹤0.01%
750
310
$8K ﹤0.01%
465
+200
311
$8K ﹤0.01%
172
312
$8K ﹤0.01%
1,400
-4,000
313
$8K ﹤0.01%
+400
314
$7K ﹤0.01%
750
315
$7K ﹤0.01%
63
+60
316
$7K ﹤0.01%
107
317
$7K ﹤0.01%
225
318
$7K ﹤0.01%
9
319
$7K ﹤0.01%
+99
320
$7K ﹤0.01%
400
321
$6K ﹤0.01%
40
-528
322
$6K ﹤0.01%
560
323
$6K ﹤0.01%
840
324
$6K ﹤0.01%
+200
325
$6K ﹤0.01%
475
11 12
13
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