EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Quarter Est. Return
1 Year Est. Return
+19.01%
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 Industrials 15.96%
2 Energy 15.12%
3 Healthcare 13.81%
4 Technology 13.57%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
23
352
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112
353
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7
354
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6
355
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12
356
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10
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32
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8
359
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360
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10
361
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80
362
$1K ﹤0.01%
8
363
$1K ﹤0.01%
5,000
364
$1K ﹤0.01%
14
365
$1K ﹤0.01%
+22
366
– –
-34
367
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-150
368
– –
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369
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-50
370
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372
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373
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374
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375
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-17,525
13 14
15
16 17