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
$265M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.76M
3
+$3.11M
4
EMR icon
Emerson Electric
EMR
+$2.59M
5
QCOM icon
Qualcomm
QCOM
+$2.26M

Top Sells

1
+$6.47M
2
+$5.78M
3
+$3.3M
4
LNKD
LinkedIn Corporation
LNKD
+$3.28M
5
UPS icon
United Parcel Service
UPS
+$2.95M

Sector Composition

1 Healthcare 13.72%
2 Industrials 13.21%
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%
60
377
$3K ﹤0.01%
+200
378
$2K ﹤0.01%
80
379
$2K ﹤0.01%
50
380
$2K ﹤0.01%
195
381
$2K ﹤0.01%
337
382
$2K ﹤0.01%
27
+14
383
$2K ﹤0.01%
250
384
$2K ﹤0.01%
175
-30,000
385
$2K ﹤0.01%
12
386
$2K ﹤0.01%
30
-34
387
$2K ﹤0.01%
60
388
$2K ﹤0.01%
130
-1,700
389
$2K ﹤0.01%
31
390
$2K ﹤0.01%
40
391
$2K ﹤0.01%
50
392
$2K ﹤0.01%
65
393
$2K ﹤0.01%
50
-900
394
$2K ﹤0.01%
34
395
$2K ﹤0.01%
130
396
$2K ﹤0.01%
50
397
$2K ﹤0.01%
+100
398
$1K ﹤0.01%
15
399
$1K ﹤0.01%
30
400
$1K ﹤0.01%
15
-1,300
14 15
16
17 18