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
$377M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$8.89M
3
+$8.57M
4
SO icon
Southern Company
SO
+$6.1M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.84M

Top Sells

1
+$6.3M
2
+$3.73M
3
+$2.68M
4
HAL icon
Halliburton
HAL
+$2.54M
5
AAPL icon
Apple
AAPL
+$1.88M

Sector Composition

1 Technology 17.51%
2 Healthcare 10.41%
3 Communication Services 9.81%
4 Financials 9.55%
5 Industrials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20K 0.01%
850
-15,261
302
$20K 0.01%
2,180
303
$19K 0.01%
200
304
$19K 0.01%
400
305
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3,075
306
$19K 0.01%
1,800
307
$18K ﹤0.01%
670
308
$18K ﹤0.01%
450
309
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100
310
$18K ﹤0.01%
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311
$18K ﹤0.01%
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312
$17K ﹤0.01%
275
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313
$17K ﹤0.01%
450
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314
$17K ﹤0.01%
500
315
$17K ﹤0.01%
174
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316
$16K ﹤0.01%
100
317
$16K ﹤0.01%
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318
$16K ﹤0.01%
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100
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321
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250
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534
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324
$15K ﹤0.01%
400
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325
$15K ﹤0.01%
+42
11 12
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