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
$416M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.61M
3
+$1.38M
4
BP icon
BP
BP
+$1.37M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.35M

Top Sells

1
+$5.54M
2
+$4.97M
3
+$3.17M
4
PFE icon
Pfizer
PFE
+$1.85M
5
EPD icon
Enterprise Products Partners
EPD
+$875K

Sector Composition

1 Technology 17.28%
2 Healthcare 11.69%
3 Communication Services 10.25%
4 Financials 7.43%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K 0.01%
300
352
$21K 0.01%
1,224
-3,200
353
$21K 0.01%
1,800
354
$21K 0.01%
205
355
$21K 0.01%
277
356
$21K 0.01%
220
-230
357
$20K ﹤0.01%
1,750
358
$20K ﹤0.01%
2,000
359
$20K ﹤0.01%
200
360
$20K ﹤0.01%
500
361
$20K ﹤0.01%
176
+1
362
$20K ﹤0.01%
455
363
$20K ﹤0.01%
750
-500
364
$19K ﹤0.01%
670
365
$19K ﹤0.01%
500
366
$19K ﹤0.01%
675
367
$18K ﹤0.01%
250
368
$18K ﹤0.01%
10,000
369
$18K ﹤0.01%
318
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370
$18K ﹤0.01%
175
371
$18K ﹤0.01%
2,180
372
$17K ﹤0.01%
159
373
$17K ﹤0.01%
534
374
$17K ﹤0.01%
836
375
$17K ﹤0.01%
1,350
13 14
15
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