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
$330M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.18M
3
+$4.82M
4
SO icon
Southern Company
SO
+$4.08M
5
BP icon
BP
BP
+$3.33M

Top Sells

1
+$4.9M
2
+$3.94M
3
+$3.83M
4
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.51M
5
JNJ icon
Johnson & Johnson
JNJ
+$3M

Sector Composition

1 Technology 17.55%
2 Healthcare 15.59%
3 Industrials 11.75%
4 Communication Services 10.57%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20K 0.01%
500
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$18K 0.01%
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450
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$18K 0.01%
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305
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15
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$18K 0.01%
214
307
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+300
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$18K 0.01%
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$17K 0.01%
1,234
310
$17K 0.01%
100
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$17K 0.01%
500
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$16K ﹤0.01%
500
313
$16K ﹤0.01%
172
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$16K ﹤0.01%
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123
316
$15K ﹤0.01%
100
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$15K ﹤0.01%
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$14K ﹤0.01%
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$14K ﹤0.01%
250
325
$14K ﹤0.01%
100
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11 12
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