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
$513M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$2.5M
3
+$2.35M
4
NMRK icon
Newmark Group
NMRK
+$2.25M
5
AAPL icon
Apple
AAPL
+$1.55M

Top Sells

1
+$1.11M
2
+$849K
3
+$736K
4
PMT
PennyMac Mortgage Investment
PMT
+$421K
5
JPC icon
Nuveen Preferred & Income Opportunities Fund
JPC
+$371K

Sector Composition

1 Technology 14.89%
2 Financials 13.23%
3 Communication Services 12.19%
4 Healthcare 10.5%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
+32
352
$4K ﹤0.01%
16
353
$4K ﹤0.01%
+23
354
$4K ﹤0.01%
56
355
$4K ﹤0.01%
+12
356
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59
-1
357
$4K ﹤0.01%
+226
358
$4K ﹤0.01%
60
359
$4K ﹤0.01%
17
360
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22
361
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51
+10
362
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+10
363
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233
364
$3K ﹤0.01%
9
365
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+12
366
$3K ﹤0.01%
11
367
$3K ﹤0.01%
+132
368
$3K ﹤0.01%
+33
369
$3K ﹤0.01%
+19
370
$3K ﹤0.01%
+4
371
$3K ﹤0.01%
19
372
$3K ﹤0.01%
+5
373
$3K ﹤0.01%
19
374
$3K ﹤0.01%
+23
375
$3K ﹤0.01%
+16
13 14
15
16 17