EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+3.57%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$330M
AUM Growth
+$13.4M
(+4.2%)
Cap. Flow
+$3.15M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
39.73%
Holding
584
New
55
Increased
65
Reduced
96
Closed
47
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$7.17M |
| 2 |
SHPG
Shire pic
SHPG
|
+$6.18M |
| 3 |
Bank of America
BAC
|
+$4.82M |
| 4 |
Southern Company
SO
|
+$4.08M |
| 5 |
BP
BP
|
+$3.33M |
Top Sells
| 1 |
BHI
Baker Hughes
BHI
|
+$4.9M |
| 2 |
Chevron
CVX
|
+$3.94M |
| 3 |
Exxon Mobil
XOM
|
+$3.83M |
| 4 |
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
|
+$3.51M |
| 5 |
Johnson & Johnson
JNJ
|
+$3M |
Sector Composition
| 1 | Technology | 17.55% |
| 2 | Healthcare | 15.59% |
| 3 | Industrials | 11.75% |
| 4 | Communication Services | 10.57% |
| 5 | Financials | 9.6% |
