EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+3.28%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$288M
AUM Growth
+$24M
(+9.1%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
5.51%
Top 10 Holdings %
Top 10 Hldgs %
41.37%
Holding
562
New
65
Increased
80
Reduced
75
Closed
48
Top Buys
| 1 |
Gilead Sciences
GILD
|
$6.04M |
| 2 |
Qualcomm
QCOM
|
$5.43M |
| 3 |
ARI
Apollo Commercial Real Estate
ARI
|
$4.28M |
| 4 |
GE Aerospace
GE
|
$2.81M |
| 5 |
Cisco
CSCO
|
$2.68M |
Top Sells
Sector Composition
| 1 | Technology | 18.62% |
| 2 | Healthcare | 14.74% |
| 3 | Communication Services | 11.63% |
| 4 | Industrials | 11.37% |
| 5 | Energy | 10.25% |
