EWM

Edge Wealth Management Portfolio holdings

AUM $585M
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.51M
3
+$3.02M
4
EMR icon
Emerson Electric
EMR
+$2.56M
5
QCOM icon
Qualcomm
QCOM
+$2.39M

Top Sells

1
+$6.57M
2
+$5.43M
3
+$3.28M
4
BABA icon
Alibaba
BABA
+$3.16M
5
UPS icon
United Parcel Service
UPS
+$3.12M

Sector Composition

1 Healthcare 13.72%
2 Industrials 13.23%
3 Financials 12.03%
4 Communication Services 11.45%
5 Energy 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
71
-110
377
$2K ﹤0.01%
80
378
$2K ﹤0.01%
50
379
$2K ﹤0.01%
195
380
$2K ﹤0.01%
337
381
$2K ﹤0.01%
27
+14
382
$2K ﹤0.01%
250
383
$2K ﹤0.01%
175
-30,000
384
$2K ﹤0.01%
12
385
$2K ﹤0.01%
30
-34
386
$2K ﹤0.01%
60
387
$2K ﹤0.01%
130
-1,700
388
$2K ﹤0.01%
31
389
$2K ﹤0.01%
40
390
$2K ﹤0.01%
50
391
$2K ﹤0.01%
65
392
$2K ﹤0.01%
50
-900
393
$2K ﹤0.01%
34
394
$2K ﹤0.01%
130
395
$2K ﹤0.01%
50
396
$2K ﹤0.01%
+100
397
$1K ﹤0.01%
15
-1,300
398
$1K ﹤0.01%
4
399
$1K ﹤0.01%
112
400
$1K ﹤0.01%
10
14 15
16
17 18