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
$317M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$8.82M
3
+$4.64M
4
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.51M
5
CSCO icon
Cisco
CSCO
+$2.94M

Top Sells

1
+$5.38M
2
+$3.17M
3
+$2.76M
4
C icon
Citigroup
C
+$2.16M
5
WFC icon
Wells Fargo
WFC
+$1.74M

Sector Composition

1 Technology 18.06%
2 Healthcare 15.25%
3 Industrials 12.49%
4 Communication Services 10.69%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K ﹤0.01%
200
377
$8K ﹤0.01%
232
+1
378
$8K ﹤0.01%
200
379
$7K ﹤0.01%
200
380
$7K ﹤0.01%
200
381
$7K ﹤0.01%
400
-22,000
382
$7K ﹤0.01%
93
383
$7K ﹤0.01%
500
384
$7K ﹤0.01%
+300
385
$7K ﹤0.01%
200
386
$7K ﹤0.01%
150
+120
387
$7K ﹤0.01%
+225
388
$7K ﹤0.01%
500
389
$7K ﹤0.01%
143
-2,075
390
$7K ﹤0.01%
250
391
$7K ﹤0.01%
3,000
392
$7K ﹤0.01%
400
393
$7K ﹤0.01%
+250
394
$6K ﹤0.01%
+200
395
$6K ﹤0.01%
57
396
$6K ﹤0.01%
1,600
-53
397
$6K ﹤0.01%
300
398
$6K ﹤0.01%
303
399
$6K ﹤0.01%
150
+50
400
$6K ﹤0.01%
200
14 15
16
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