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
$150M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1 +$9.06M
2 +$8.49M
3 +$7.83M
4
PFE icon
Pfizer
PFE
+$7.12M
5
EMC
EMC CORPORATION
EMC
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.6%
2 Healthcare 19.66%
3 Technology 19.33%
4 Energy 12.89%
5 Materials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
+15
327
0
328
$0 ﹤0.01%
+34