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
$353M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$6.79M
3
+$5.04M
4
PCG icon
PG&E
PCG
+$5M
5
IBM icon
IBM
IBM
+$3.45M

Top Sells

1
+$8.51M
2
+$5.78M
3
+$5.01M
4
SO icon
Southern Company
SO
+$4.08M
5
QCOM icon
Qualcomm
QCOM
+$2.79M

Sector Composition

1 Technology 19.29%
2 Healthcare 11.52%
3 Communication Services 10.87%
4 Industrials 10.3%
5 Financials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
+200
352
$11K ﹤0.01%
100
353
$11K ﹤0.01%
345
+45
354
$11K ﹤0.01%
300
355
$11K ﹤0.01%
220
356
$11K ﹤0.01%
140
357
$11K ﹤0.01%
300
358
$11K ﹤0.01%
200
359
$11K ﹤0.01%
200
360
$11K ﹤0.01%
131
361
$11K ﹤0.01%
600
-35
362
$11K ﹤0.01%
70
363
$11K ﹤0.01%
500
364
$11K ﹤0.01%
200
365
$10K ﹤0.01%
250
366
$10K ﹤0.01%
200
367
$10K ﹤0.01%
400
368
$10K ﹤0.01%
200
369
$10K ﹤0.01%
500
370
$10K ﹤0.01%
500
371
$10K ﹤0.01%
+2,000
372
$10K ﹤0.01%
500
373
$9K ﹤0.01%
+100
374
$9K ﹤0.01%
1,200
375
$9K ﹤0.01%
500
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