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
$240M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1 +$7.83M
2 +$5.56M
3 +$3.9M
4
GD icon
General Dynamics
GD
+$3.53M
5
BHI
Baker Hughes
BHI
+$3.51M

Top Sells

1 +$8.63M
2 +$6.26M
3 +$5.05M
4
YUM icon
Yum! Brands
YUM
+$4.86M
5
SLB icon
SLB Ltd
SLB
+$2.89M

Sector Composition

1 Technology 16.63%
2 Healthcare 16.44%
3 Industrials 12.37%
4 Financials 10.82%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K ﹤0.01%
+100
327
$8K ﹤0.01%
110
328
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125
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1,000
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$8K ﹤0.01%
+250
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232
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93
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225
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110
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107
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250
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100
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1,400
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1,200
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$7K ﹤0.01%
400
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$6K ﹤0.01%
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40
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500
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560
348
$6K ﹤0.01%
200
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$6K ﹤0.01%
700
350
$6K ﹤0.01%
158
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