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
$265M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.51M
3
+$3.02M
4
EMR icon
Emerson Electric
EMR
+$2.56M
5
QCOM icon
Qualcomm
QCOM
+$2.39M

Top Sells

1
+$6.57M
2
+$5.43M
3
+$3.28M
4
BABA icon
Alibaba
BABA
+$3.16M
5
UPS icon
United Parcel Service
UPS
+$3.12M

Sector Composition

1 Healthcare 13.72%
2 Industrials 13.23%
3 Financials 12.03%
4 Communication Services 11.45%
5 Energy 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
100
352
$4K ﹤0.01%
137
353
$4K ﹤0.01%
50
354
$4K ﹤0.01%
120
355
$4K ﹤0.01%
250
-600
356
$4K ﹤0.01%
100
357
$3K ﹤0.01%
71
-110
358
$3K ﹤0.01%
215
359
$3K ﹤0.01%
750
360
$3K ﹤0.01%
42
361
$3K ﹤0.01%
202
362
$3K ﹤0.01%
+75
363
$3K ﹤0.01%
103
364
$3K ﹤0.01%
50
365
– –
0
366
$3K ﹤0.01%
1,214
367
$3K ﹤0.01%
125
368
$3K ﹤0.01%
75
-750
369
$3K ﹤0.01%
250
370
$3K ﹤0.01%
65
371
$3K ﹤0.01%
103
372
$3K ﹤0.01%
125
373
$3K ﹤0.01%
150
374
$3K ﹤0.01%
125
375
$3K ﹤0.01%
60
13 14
15
16 17