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
$298M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.57M
3
+$8.52M
4
F icon
Ford
F
+$6.46M
5
WPZ
Williams Partners L.P.
WPZ
+$6.18M

Top Sells

1
+$11.4M
2
+$9.91M
3
+$6.55M
4
AET
Aetna Inc
AET
+$4.34M
5
GD icon
General Dynamics
GD
+$4.19M

Sector Composition

1 Healthcare 14.02%
2 Technology 12.57%
3 Industrials 12.46%
4 Energy 10.27%
5 Financials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
60
352
$3K ﹤0.01%
+337
353
$3K ﹤0.01%
42
354
$3K ﹤0.01%
14
-10
355
$3K ﹤0.01%
100
356
$3K ﹤0.01%
+221
357
$3K ﹤0.01%
60
358
$3K ﹤0.01%
50
359
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120
-144
360
$3K ﹤0.01%
1,214
361
$3K ﹤0.01%
125
362
$3K ﹤0.01%
+103
363
$3K ﹤0.01%
125
364
$3K ﹤0.01%
125
365
$3K ﹤0.01%
+133
366
$2K ﹤0.01%
80
367
$2K ﹤0.01%
50
368
$2K ﹤0.01%
195
369
$2K ﹤0.01%
+13
370
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+185
371
$2K ﹤0.01%
50
372
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30
373
$2K ﹤0.01%
12
374
$2K ﹤0.01%
64
375
$2K ﹤0.01%
40
13 14
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