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
$240M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.56M
3
+$3.9M
4
GD icon
General Dynamics
GD
+$3.53M
5
BHI
Baker Hughes
BHI
+$3.51M

Top Sells

1
+$8.63M
2
+$6.26M
3
+$5.05M
4
YUM icon
Yum! Brands
YUM
+$4.86M
5
SLB icon
SLB Ltd
SLB
+$2.89M

Sector Composition

1 Technology 16.63%
2 Healthcare 16.44%
3 Industrials 12.37%
4 Financials 10.82%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11K ﹤0.01%
+200
302
$10K ﹤0.01%
760
303
$10K ﹤0.01%
250
304
$10K ﹤0.01%
1,600
+1,500
305
$10K ﹤0.01%
125
+42
306
$10K ﹤0.01%
400
307
$10K ﹤0.01%
250
+150
308
$10K ﹤0.01%
+2,000
309
$10K ﹤0.01%
1,000
310
$10K ﹤0.01%
231
+1
311
$10K ﹤0.01%
221
312
$10K ﹤0.01%
400
313
$9K ﹤0.01%
200
314
$9K ﹤0.01%
200
315
$9K ﹤0.01%
220
316
$9K ﹤0.01%
207
317
$9K ﹤0.01%
+577
318
$9K ﹤0.01%
227
+35
319
$9K ﹤0.01%
500
320
$9K ﹤0.01%
465
321
$8K ﹤0.01%
330
322
$8K ﹤0.01%
+150
323
$8K ﹤0.01%
500
324
$8K ﹤0.01%
300
325
$8K ﹤0.01%
580
11 12
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