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
$353M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$6.72M
3
+$6.27M
4
MRK icon
Merck
MRK
+$5.19M
5
IBM icon
IBM
IBM
+$3.41M

Top Sells

1
+$7.87M
2
+$5.79M
3
+$4.78M
4
SO icon
Southern Company
SO
+$4.08M
5
QCOM icon
Qualcomm
QCOM
+$2.66M

Sector Composition

1 Technology 19.28%
2 Healthcare 11.52%
3 Communication Services 10.87%
4 Industrials 10.31%
5 Financials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K ﹤0.01%
2,000
377
$9K ﹤0.01%
+74
378
$9K ﹤0.01%
675
379
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200
380
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100
381
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383
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384
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385
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207
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150
387
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577
388
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10
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+143
392
$8K ﹤0.01%
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$7K ﹤0.01%
+100
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$7K ﹤0.01%
500
400
$7K ﹤0.01%
200
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