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
$216M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$7.08M
3
+$6.78M
4
KBR icon
KBR
KBR
+$5.02M
5
MRK icon
Merck
MRK
+$2.74M

Top Sells

1
+$7.77M
2
+$3.67M
3
+$1.25M
4
NOW icon
ServiceNow
NOW
+$1.04M
5
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$680K

Sector Composition

1 Energy 20.5%
2 Industrials 20.17%
3 Technology 12.76%
4 Healthcare 10.55%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2K ﹤0.01%
65
327
$2K ﹤0.01%
+3
328
$2K ﹤0.01%
70
329
$2K ﹤0.01%
146
330
$2K ﹤0.01%
100
331
$2K ﹤0.01%
26
332
$1K ﹤0.01%
12
333
$1K ﹤0.01%
112
334
$1K ﹤0.01%
7
335
$1K ﹤0.01%
13
336
$1K ﹤0.01%
+40
337
$1K ﹤0.01%
80
338
$1K ﹤0.01%
100
339
$1K ﹤0.01%
5,000
-15,000
340
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-8,000
342
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0
343
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350
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-55
12 13
14
15 16