EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
-10.15%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$265M
AUM Growth
-$26.9M
(-9.2%)
Cap. Flow
+$3.68M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
38.3%
Holding
502
New
49
Increased
86
Reduced
68
Closed
35
Top Buys
| 1 |
Walt Disney
DIS
|
$9.49M |
| 2 |
Yum! Brands
YUM
|
$7.32M |
| 3 |
General Motors
GM
|
$6.41M |
| 4 |
Procter & Gamble
PG
|
$6.39M |
| 5 |
Alerian MLP ETF
AMLP
|
$3.82M |
Top Sells
| 1 |
Intel
INTC
|
$9.13M |
| 2 |
American Express
AXP
|
$7.84M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$6.4M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$5.72M |
| 5 |
Ford
F
|
$5.11M |
Sector Composition
| 1 | Healthcare | 13.38% |
| 2 | Industrials | 13.25% |
| 3 | Financials | 11.45% |
| 4 | Communication Services | 11.31% |
| 5 | Consumer Discretionary | 7.66% |
