EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.1M
3
+$8.85M
4
F icon
Ford
F
+$6.27M
5
WPZ
Williams Partners L.P.
WPZ
+$6.1M

Top Sells

1
+$11.3M
2
+$6.55M
3
+$5.26M
4
GD icon
General Dynamics
GD
+$4.21M
5
AET
Aetna Inc
AET
+$3.97M

Sector Composition

1 Healthcare 14.02%
2 Industrials 13.29%
3 Technology 11.74%
4 Energy 10.27%
5 Financials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
125
352
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+337
353
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42
354
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14
-10
355
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100
356
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+221
357
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60
358
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50
359
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120
-144
360
$3K ﹤0.01%
1,214
361
$3K ﹤0.01%
+103
362
$3K ﹤0.01%
125
363
$3K ﹤0.01%
125
364
$3K ﹤0.01%
+133
365
$2K ﹤0.01%
80
366
$2K ﹤0.01%
50
367
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195
368
$2K ﹤0.01%
+13
369
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+185
370
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50
371
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30
372
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12
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$2K ﹤0.01%
64
374
$2K ﹤0.01%
40
375
$2K ﹤0.01%
50
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