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
$220M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$6.5M
3
+$6M
4
PFE icon
Pfizer
PFE
+$5.44M
5
M icon
Macy's
M
+$5.05M

Top Sells

1
+$12.7M
2
+$9.68M
3
+$8.67M
4
AA icon
Alcoa
AA
+$6.35M
5
UPS icon
United Parcel Service
UPS
+$5.91M

Sector Composition

1 Healthcare 14.43%
2 Technology 13.04%
3 Industrials 11.44%
4 Communication Services 10.42%
5 Energy 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
100
352
$3K ﹤0.01%
202
353
$3K ﹤0.01%
175
-175
354
$3K ﹤0.01%
+100
355
$3K ﹤0.01%
50
356
$3K ﹤0.01%
65
357
$3K ﹤0.01%
103
358
$3K ﹤0.01%
1,214
359
$3K ﹤0.01%
125
360
$3K ﹤0.01%
125
361
$3K ﹤0.01%
125
362
$3K ﹤0.01%
60
363
$3K ﹤0.01%
200
364
$2K ﹤0.01%
80
365
$2K ﹤0.01%
175
-40
366
$2K ﹤0.01%
50
367
$2K ﹤0.01%
750
368
$2K ﹤0.01%
195
369
$2K ﹤0.01%
337
370
$2K ﹤0.01%
250
371
$2K ﹤0.01%
175
372
$2K ﹤0.01%
+50
373
$2K ﹤0.01%
12
374
$2K ﹤0.01%
30
375
$2K ﹤0.01%
130
13 14
15
16 17