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
$241M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.46M
3
+$1.87M
4
FCX icon
Freeport-McMoran
FCX
+$1.46M
5
EMC
EMC CORPORATION
EMC
+$1.17M

Top Sells

1
+$11.6M
2
+$9.08M
3
+$6.23M
4
EFT
Eaton Vance Floating-Rate Income Trust
EFT
+$1.77M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Energy 15.12%
2 Technology 15%
3 Industrials 14.53%
4 Healthcare 13.81%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
+22
352
$1K ﹤0.01%
23
353
$1K ﹤0.01%
112
354
$1K ﹤0.01%
7
355
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6
356
$1K ﹤0.01%
12
357
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10
358
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32
359
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8
360
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16
361
$1K ﹤0.01%
10
362
$1K ﹤0.01%
80
363
$1K ﹤0.01%
8
364
$1K ﹤0.01%
5,000
365
$1K ﹤0.01%
14
366
– –
-1,025
367
– –
-40
368
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-100
369
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-3,000
370
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371
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-1,298
372
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-3,000
373
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-1,750
374
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-14,250
375
– –
-1,019
13 14
15
16 17