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
$265M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.76M
3
+$3.11M
4
EMR icon
Emerson Electric
EMR
+$2.59M
5
QCOM icon
Qualcomm
QCOM
+$2.26M

Top Sells

1
+$6.47M
2
+$5.78M
3
+$3.3M
4
LNKD
LinkedIn Corporation
LNKD
+$3.28M
5
UPS icon
United Parcel Service
UPS
+$2.95M

Sector Composition

1 Healthcare 13.72%
2 Industrials 13.21%
3 Financials 12.03%
4 Communication Services 11.45%
5 Energy 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6K ﹤0.01%
3
327
$6K ﹤0.01%
500
328
$6K ﹤0.01%
233
329
$6K ﹤0.01%
+175
330
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+100
331
$6K ﹤0.01%
100
332
$6K ﹤0.01%
236
333
$5K ﹤0.01%
75
-50
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400
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100
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$5K ﹤0.01%
105
337
$5K ﹤0.01%
129
338
$5K ﹤0.01%
40
-100
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+525
340
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275
-290
341
$5K ﹤0.01%
350
-150
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$5K ﹤0.01%
131
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$5K ﹤0.01%
225
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$5K ﹤0.01%
200
345
$5K ﹤0.01%
200
-1,500
346
$4K ﹤0.01%
120
347
$4K ﹤0.01%
250
-600
348
$4K ﹤0.01%
102
349
$4K ﹤0.01%
50
350
$4K ﹤0.01%
200
-2,000
12 13
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15 16