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
$317M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$8.82M
3
+$4.64M
4
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.51M
5
CSCO icon
Cisco
CSCO
+$2.94M

Top Sells

1
+$5.38M
2
+$3.17M
3
+$2.76M
4
C icon
Citigroup
C
+$2.16M
5
WFC icon
Wells Fargo
WFC
+$1.74M

Sector Composition

1 Technology 18.06%
2 Healthcare 15.25%
3 Industrials 12.49%
4 Communication Services 10.69%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13K ﹤0.01%
319
327
$13K ﹤0.01%
+200
328
$13K ﹤0.01%
200
329
$12K ﹤0.01%
+200
330
$12K ﹤0.01%
270
-156
331
$12K ﹤0.01%
1,123
332
$12K ﹤0.01%
+500
333
$12K ﹤0.01%
2,000
334
$12K ﹤0.01%
517
+138
335
$11K ﹤0.01%
580
336
$11K ﹤0.01%
300
337
$11K ﹤0.01%
220
338
$11K ﹤0.01%
300
339
$11K ﹤0.01%
+500
340
$11K ﹤0.01%
118
341
$11K ﹤0.01%
200
342
$10K ﹤0.01%
445
343
$10K ﹤0.01%
300
344
$10K ﹤0.01%
+300
345
$10K ﹤0.01%
200
346
$10K ﹤0.01%
235
347
$10K ﹤0.01%
500
348
$10K ﹤0.01%
303
349
$10K ﹤0.01%
675
350
$10K ﹤0.01%
500
12 13
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