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
$240M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.56M
3
+$3.9M
4
GD icon
General Dynamics
GD
+$3.53M
5
BHI
Baker Hughes
BHI
+$3.51M

Top Sells

1
+$8.63M
2
+$6.26M
3
+$5.05M
4
YUM icon
Yum! Brands
YUM
+$4.86M
5
SLB icon
SLB Ltd
SLB
+$2.89M

Sector Composition

1 Technology 16.63%
2 Healthcare 16.44%
3 Industrials 12.37%
4 Financials 10.82%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
118
-11
377
$3K ﹤0.01%
202
378
$3K ﹤0.01%
175
379
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62
380
$3K ﹤0.01%
50
381
$3K ﹤0.01%
65
382
$3K ﹤0.01%
1,214
383
$3K ﹤0.01%
50
-200
384
$3K ﹤0.01%
125
385
$3K ﹤0.01%
125
386
$3K ﹤0.01%
125
387
$3K ﹤0.01%
200
388
$2K ﹤0.01%
175
389
$2K ﹤0.01%
195
390
$2K ﹤0.01%
337
391
$2K ﹤0.01%
250
392
$2K ﹤0.01%
175
393
$2K ﹤0.01%
130
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$2K ﹤0.01%
31
395
$2K ﹤0.01%
75
396
$2K ﹤0.01%
+150
397
$2K ﹤0.01%
40
398
$2K ﹤0.01%
100
399
$2K ﹤0.01%
50
400
$2K ﹤0.01%
25
14 15
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