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
$377M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$8.89M
3
+$8.57M
4
SO icon
Southern Company
SO
+$6.1M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.84M

Top Sells

1
+$6.3M
2
+$3.73M
3
+$2.68M
4
HAL icon
Halliburton
HAL
+$2.54M
5
AAPL icon
Apple
AAPL
+$1.88M

Sector Composition

1 Technology 17.51%
2 Healthcare 10.41%
3 Communication Services 9.81%
4 Financials 9.55%
5 Industrials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K ﹤0.01%
300
327
$15K ﹤0.01%
+500
328
$14K ﹤0.01%
1,234
329
$14K ﹤0.01%
250
330
$14K ﹤0.01%
295
331
$14K ﹤0.01%
500
332
$14K ﹤0.01%
319
333
$14K ﹤0.01%
118
334
$14K ﹤0.01%
303
335
$14K ﹤0.01%
+1,000
336
$14K ﹤0.01%
+10,000
337
$13K ﹤0.01%
2,000
338
$13K ﹤0.01%
580
339
$13K ﹤0.01%
745
340
$13K ﹤0.01%
200
341
$13K ﹤0.01%
10,000
342
$13K ﹤0.01%
4,800
343
$13K ﹤0.01%
200
344
$12K ﹤0.01%
300
345
$12K ﹤0.01%
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346
$12K ﹤0.01%
220
347
$12K ﹤0.01%
140
348
$12K ﹤0.01%
200
349
$12K ﹤0.01%
235
350
$12K ﹤0.01%
350
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