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
$393M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$2.56M
3
+$2.26M
4
T icon
AT&T
T
+$1.6M
5
PG icon
Procter & Gamble
PG
+$1.3M

Top Sells

1
+$7.34M
2
+$2.43M
3
+$2.26M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.25M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.25M

Sector Composition

1 Technology 16.78%
2 Healthcare 11.23%
3 Communication Services 10.54%
4 Financials 7.12%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K ﹤0.01%
+180
352
$18K ﹤0.01%
675
353
$17K ﹤0.01%
1,750
354
$17K ﹤0.01%
200
355
$17K ﹤0.01%
836
356
$17K ﹤0.01%
450
357
$17K ﹤0.01%
450
358
$17K ﹤0.01%
140
359
$17K ﹤0.01%
+175
360
$17K ﹤0.01%
1,350
361
$16K ﹤0.01%
159
-600
362
$16K ﹤0.01%
100
363
$16K ﹤0.01%
534
364
$16K ﹤0.01%
3,075
365
$15K ﹤0.01%
300
366
$15K ﹤0.01%
319
367
$15K ﹤0.01%
10,000
368
$15K ﹤0.01%
600
369
$15K ﹤0.01%
200
370
$14K ﹤0.01%
100
371
$14K ﹤0.01%
1,234
372
$14K ﹤0.01%
445
+100
373
$14K ﹤0.01%
250
374
$14K ﹤0.01%
500
375
$14K ﹤0.01%
500
13 14
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