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
$406M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.13M
3
+$4.94M
4
HAL icon
Halliburton
HAL
+$4.52M
5
ETN icon
Eaton
ETN
+$3.84M

Top Sells

1
+$13.1M
2
+$3.58M
3
+$1.61M
4
MRK icon
Merck
MRK
+$1.34M
5
PG icon
Procter & Gamble
PG
+$1.34M

Sector Composition

1 Technology 16.15%
2 Healthcare 11.36%
3 Financials 8.55%
4 Energy 8.13%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
200
352
$14K ﹤0.01%
100
-10
353
$13K ﹤0.01%
100
354
$13K ﹤0.01%
2,000
355
$13K ﹤0.01%
1,234
356
$13K ﹤0.01%
450
357
$13K ﹤0.01%
250
358
$13K ﹤0.01%
295
359
$13K ﹤0.01%
200
360
$13K ﹤0.01%
500
361
$13K ﹤0.01%
200
362
$13K ﹤0.01%
+5,000
363
$12K ﹤0.01%
642
364
$12K ﹤0.01%
200
365
$12K ﹤0.01%
580
366
$12K ﹤0.01%
400
367
$12K ﹤0.01%
745
368
$12K ﹤0.01%
220
369
$12K ﹤0.01%
819
370
$12K ﹤0.01%
200
371
$12K ﹤0.01%
+500
372
$11K ﹤0.01%
500
373
$11K ﹤0.01%
2,000
374
$11K ﹤0.01%
516
375
$11K ﹤0.01%
1,000
13 14
15
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