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

Top Buys

1
+$5.05M
2
+$4.76M
3
+$3.11M
4
EMR icon
Emerson Electric
EMR
+$2.59M
5
QCOM icon
Qualcomm
QCOM
+$2.26M

Top Sells

1
+$6.47M
2
+$5.78M
3
+$3.3M
4
LNKD
LinkedIn Corporation
LNKD
+$3.28M
5
UPS icon
United Parcel Service
UPS
+$2.95M

Sector Composition

1 Healthcare 13.72%
2 Industrials 13.21%
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%
8,000
+3,000
352
$4K ﹤0.01%
14
353
$4K ﹤0.01%
270
-7,000
354
$4K ﹤0.01%
100
355
$4K ﹤0.01%
137
356
$4K ﹤0.01%
50
357
$4K ﹤0.01%
100
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%
71
-110
364
$3K ﹤0.01%
103
365
$3K ﹤0.01%
50
366
– –
0
367
$3K ﹤0.01%
1,214
368
$3K ﹤0.01%
125
369
$3K ﹤0.01%
75
-750
370
$3K ﹤0.01%
250
371
$3K ﹤0.01%
65
372
$3K ﹤0.01%
103
373
$3K ﹤0.01%
125
374
$3K ﹤0.01%
150
375
$3K ﹤0.01%
125
13 14
15
16 17