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
$440M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$2.2M
3
+$1.74M
4
AEP icon
American Electric Power
AEP
+$1.65M
5
KO icon
Coca-Cola
KO
+$1.5M

Top Sells

1
+$7.01M
2
+$6.28M
3
+$6.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.51M
5
AMZN icon
Amazon
AMZN
+$2.51M

Sector Composition

1 Technology 14.19%
2 Healthcare 11.71%
3 Financials 11.56%
4 Communication Services 10.42%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
1,000
302
$4K ﹤0.01%
195
-150
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41
304
$3K ﹤0.01%
200
305
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22
306
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20
307
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56
-330
308
$3K ﹤0.01%
60
-15
309
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70
-30
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$3K ﹤0.01%
64
-304
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$3K ﹤0.01%
60
312
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216
313
$3K ﹤0.01%
233
314
$3K ﹤0.01%
50
-3,693
315
$3K ﹤0.01%
2,500
316
$3K ﹤0.01%
200
317
$2K ﹤0.01%
+45
318
$2K ﹤0.01%
175
319
$2K ﹤0.01%
35
320
$2K ﹤0.01%
+100
321
$2K ﹤0.01%
28
+8
322
$2K ﹤0.01%
21
323
$2K ﹤0.01%
40
324
$2K ﹤0.01%
8
325
$2K ﹤0.01%
5
11 12
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14 15