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
$377M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$8.89M
3
+$8.57M
4
SO icon
Southern Company
SO
+$6.1M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.84M

Top Sells

1
+$6.3M
2
+$3.73M
3
+$2.68M
4
HAL icon
Halliburton
HAL
+$2.54M
5
AAPL icon
Apple
AAPL
+$1.88M

Sector Composition

1 Technology 17.51%
2 Healthcare 10.41%
3 Communication Services 9.81%
4 Financials 9.55%
5 Industrials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K ﹤0.01%
200
377
$10K ﹤0.01%
500
378
$9K ﹤0.01%
200
379
$9K ﹤0.01%
1,200
380
$9K ﹤0.01%
207
381
$9K ﹤0.01%
516
-49,601
382
$9K ﹤0.01%
675
383
$9K ﹤0.01%
100
384
$9K ﹤0.01%
300
385
$8K ﹤0.01%
445
386
$8K ﹤0.01%
303
387
$8K ﹤0.01%
200
388
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40
389
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250
390
$8K ﹤0.01%
560
391
$8K ﹤0.01%
200
392
$8K ﹤0.01%
233
393
$8K ﹤0.01%
150
394
$8K ﹤0.01%
184
+3
395
$8K ﹤0.01%
577
396
$8K ﹤0.01%
254
397
$8K ﹤0.01%
100
398
$8K ﹤0.01%
100
399
$8K ﹤0.01%
60
-14
400
$8K ﹤0.01%
500
14 15
16
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