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
$298M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.57M
3
+$8.52M
4
F icon
Ford
F
+$6.46M
5
WPZ
Williams Partners L.P.
WPZ
+$6.18M

Top Sells

1
+$11.4M
2
+$9.91M
3
+$6.55M
4
AET
Aetna Inc
AET
+$4.34M
5
GD icon
General Dynamics
GD
+$4.19M

Sector Composition

1 Healthcare 14.02%
2 Technology 12.57%
3 Industrials 12.46%
4 Energy 10.27%
5 Financials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
50
377
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65
378
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+20
379
$2K ﹤0.01%
+130
380
$2K ﹤0.01%
+300
381
$2K ﹤0.01%
+1,290
382
$2K ﹤0.01%
323
383
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4
-141
384
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26
385
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386
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+4
387
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+11
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+20
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112
390
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+10
391
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+20
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398
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399
$1K ﹤0.01%
10
-10,158
400
$1K ﹤0.01%
+10
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