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
$292M
AUM Growth
-$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$9.17M
3
+$7.02M
4
MET icon
MetLife
MET
+$5.61M
5
AA icon
Alcoa
AA
+$4.62M

Top Sells

1
+$15.4M
2
+$8.66M
3
+$8.13M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$6.77M
5
WPZ
Williams Partners L.P.
WPZ
+$6.18M

Sector Composition

1 Financials 14.34%
2 Healthcare 14.02%
3 Industrials 12.24%
4 Technology 10.92%
5 Energy 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6K ﹤0.01%
225
327
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+121
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50
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500
-1,500
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333
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334
$5K ﹤0.01%
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-1
336
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5
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+1,000
341
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+250
348
$4K ﹤0.01%
100
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$4K ﹤0.01%
137
350
$4K ﹤0.01%
48
-150
12 13
14
15 16