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
$416M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.61M
3
+$1.38M
4
BP icon
BP
BP
+$1.37M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.35M

Top Sells

1
+$5.54M
2
+$4.97M
3
+$3.17M
4
PFE icon
Pfizer
PFE
+$1.85M
5
EPD icon
Enterprise Products Partners
EPD
+$875K

Sector Composition

1 Technology 17.28%
2 Healthcare 11.69%
3 Communication Services 10.25%
4 Financials 7.43%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K ﹤0.01%
450
377
$16K ﹤0.01%
250
-3,000
378
$16K ﹤0.01%
300
379
$15K ﹤0.01%
100
380
$15K ﹤0.01%
445
381
$15K ﹤0.01%
100
382
$15K ﹤0.01%
30
+10
383
$15K ﹤0.01%
250
384
$15K ﹤0.01%
130
385
$15K ﹤0.01%
+300
386
$15K ﹤0.01%
319
387
$15K ﹤0.01%
+200
388
$15K ﹤0.01%
3,075
389
$15K ﹤0.01%
400
-300
390
$14K ﹤0.01%
1,234
391
$14K ﹤0.01%
200
392
$14K ﹤0.01%
295
393
$14K ﹤0.01%
200
394
$14K ﹤0.01%
303
395
$14K ﹤0.01%
300
396
$14K ﹤0.01%
200
397
$14K ﹤0.01%
10,000
-50,000
398
$13K ﹤0.01%
220
399
$12K ﹤0.01%
642
400
$12K ﹤0.01%
745
14 15
16
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