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
$240M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.56M
3
+$3.9M
4
GD icon
General Dynamics
GD
+$3.53M
5
BHI
Baker Hughes
BHI
+$3.51M

Top Sells

1
+$8.63M
2
+$6.26M
3
+$5.05M
4
YUM icon
Yum! Brands
YUM
+$4.86M
5
SLB icon
SLB Ltd
SLB
+$2.89M

Sector Composition

1 Technology 16.63%
2 Healthcare 16.44%
3 Industrials 12.37%
4 Financials 10.82%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
236
352
$6K ﹤0.01%
300
353
$5K ﹤0.01%
+307
354
$5K ﹤0.01%
750
355
$5K ﹤0.01%
14
356
$5K ﹤0.01%
63
357
$5K ﹤0.01%
40
358
$5K ﹤0.01%
525
359
$5K ﹤0.01%
131
360
$5K ﹤0.01%
225
361
$5K ﹤0.01%
99
362
$5K ﹤0.01%
82
363
$4K ﹤0.01%
310
364
$4K ﹤0.01%
300
365
$4K ﹤0.01%
137
366
$4K ﹤0.01%
151
367
$4K ﹤0.01%
120
368
$4K ﹤0.01%
250
369
$4K ﹤0.01%
+100
370
$4K ﹤0.01%
185
-15
371
$4K ﹤0.01%
60
372
$3K ﹤0.01%
80
373
$3K ﹤0.01%
50
374
$3K ﹤0.01%
750
375
$3K ﹤0.01%
100
13 14
15
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