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
$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 13.23%
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%
270
-7,000
352
$4K ﹤0.01%
100
353
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137
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50
355
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120
356
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250
-600
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100
358
$3K ﹤0.01%
+200
359
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60
360
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125
361
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362
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125
363
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103
364
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65
365
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250
366
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75
-750
367
$3K ﹤0.01%
125
368
$3K ﹤0.01%
1,214
369
– –
0
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50
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103
372
$3K ﹤0.01%
71
-110
373
$3K ﹤0.01%
+75
374
$3K ﹤0.01%
202
375
$3K ﹤0.01%
42
13 14
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