EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
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 +$7.96M
2 +$5.5M
3 +$4.09M
4
GD icon
General Dynamics
GD
+$3.53M
5
BHI
Baker Hughes
BHI
+$3.52M

Top Sells

1 +$8.35M
2 +$6.38M
3 +$5.15M
4
M icon
Macy's
M
+$5.05M
5
SLB icon
SLB Ltd
SLB
+$2.8M

Sector Composition

1 Technology 16.61%
2 Healthcare 16.44%
3 Industrials 12.39%
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%
125
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1,000
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330
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+250
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$6K ﹤0.01%
236