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
$239M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.52M
3
+$6.13M
4
T icon
AT&T
T
+$4.09M
5
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.95M

Top Sells

1
+$5.81M
2
+$5.45M
3
+$5.3M
4
DD icon
DuPont de Nemours
DD
+$5.14M
5
EMR icon
Emerson Electric
EMR
+$3.81M

Sector Composition

1 Energy 16.31%
2 Industrials 13.8%
3 Technology 13.55%
4 Healthcare 10.02%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4K ﹤0.01%
+65
327
$4K ﹤0.01%
42
328
$4K ﹤0.01%
+82
329
$4K ﹤0.01%
150
330
$4K ﹤0.01%
+137
331
$4K ﹤0.01%
134
332
$4K ﹤0.01%
54
333
$4K ﹤0.01%
+100
334
$4K ﹤0.01%
120
335
$4K ﹤0.01%
53
336
$4K ﹤0.01%
+100
337
$4K ﹤0.01%
34
338
$3K ﹤0.01%
80
339
$3K ﹤0.01%
+100
340
$3K ﹤0.01%
10
341
$3K ﹤0.01%
+92
342
$3K ﹤0.01%
14
343
$3K ﹤0.01%
84
344
$3K ﹤0.01%
+60
345
$3K ﹤0.01%
+62
346
$3K ﹤0.01%
+125
347
$3K ﹤0.01%
+115
348
$3K ﹤0.01%
+12
349
$3K ﹤0.01%
100
350
$3K ﹤0.01%
+125
12 13
14
15 16