EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+3.57%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$353M
AUM Growth
+$22.5M
(+6.8%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
2.94%
Top 10 Holdings %
Top 10 Hldgs %
40.08%
Holding
599
New
64
Increased
84
Reduced
91
Closed
62
Top Buys
| 1 |
AT&T
T
|
+$9.86M |
| 2 |
Alerian MLP ETF
AMLP
|
+$6.79M |
| 3 |
Merck
MRK
|
+$5.04M |
| 4 |
PG&E
PCG
|
+$5M |
| 5 |
IBM
IBM
|
+$3.45M |
Top Sells
| 1 |
Verizon
VZ
|
+$8.51M |
| 2 |
CVS Health
CVS
|
+$5.78M |
| 3 |
SHPG
Shire pic
SHPG
|
+$5.01M |
| 4 |
Southern Company
SO
|
+$4.08M |
| 5 |
Qualcomm
QCOM
|
+$2.79M |
Sector Composition
| 1 | Technology | 19.29% |
| 2 | Healthcare | 11.52% |
| 3 | Communication Services | 10.87% |
| 4 | Industrials | 10.3% |
| 5 | Financials | 10.02% |
