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
$239M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.52M
3
+$6.13M
4
T icon
AT&T
T
+$4.09M
5
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.95M

Top Sells

1
+$5.81M
2
+$5.45M
3
+$5.3M
4
DD icon
DuPont de Nemours
DD
+$5.14M
5
EMR icon
Emerson Electric
EMR
+$3.81M

Sector Composition

1 Energy 16.31%
2 Industrials 13.8%
3 Technology 13.55%
4 Healthcare 10.02%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
+125
352
$3K ﹤0.01%
80
353
$2K ﹤0.01%
160
354
$2K ﹤0.01%
640
-1
355
$2K ﹤0.01%
+32
356
$2K ﹤0.01%
195
357
$2K ﹤0.01%
+50
358
$2K ﹤0.01%
59
-1,450
359
$2K ﹤0.01%
+99
360
$2K ﹤0.01%
83
361
$2K ﹤0.01%
64
362
$2K ﹤0.01%
+42
363
$2K ﹤0.01%
50
364
$2K ﹤0.01%
+80
365
$2K ﹤0.01%
65
366
$2K ﹤0.01%
3
367
$2K ﹤0.01%
70
368
$2K ﹤0.01%
146
369
$2K ﹤0.01%
100
370
$2K ﹤0.01%
450
-100,000
371
$2K ﹤0.01%
26
372
$1K ﹤0.01%
16
-535
373
$1K ﹤0.01%
+10
374
$1K ﹤0.01%
80
375
$1K ﹤0.01%
+3
13 14
15
16 17