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
$239M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.52M
3
+$6.13M
4
T icon
AT&T
T
+$4.09M
5
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.95M

Top Sells

1
+$5.81M
2
+$5.45M
3
+$5.3M
4
DD icon
DuPont de Nemours
DD
+$5.14M
5
EMR icon
Emerson Electric
EMR
+$3.81M

Sector Composition

1 Energy 16.31%
2 Industrials 13.8%
3 Technology 13.55%
4 Healthcare 10.02%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
8
-25,658
377
$1K ﹤0.01%
+42
378
$1K ﹤0.01%
+200
379
$1K ﹤0.01%
23
-416
380
$1K ﹤0.01%
112
381
$1K ﹤0.01%
7
382
$1K ﹤0.01%
+6
383
$1K ﹤0.01%
12
-1
384
$1K ﹤0.01%
+23
385
$1K ﹤0.01%
+100
386
$1K ﹤0.01%
+10
387
– –
0
388
$1K ﹤0.01%
40
389
$1K ﹤0.01%
+32
390
$1K ﹤0.01%
+57
391
$1K ﹤0.01%
8
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392
$1K ﹤0.01%
5,000
393
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394
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+14
395
– –
-496
396
– –
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397
– –
0
398
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-300
399
– –
-100
400
– –
-650
14 15
16
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