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
$513M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$5.83M
2
+$2.5M
3
+$2.35M
4
NMRK icon
Newmark Group
NMRK
+$2.25M
5
AAPL icon
Apple
AAPL
+$1.55M

Top Sells

1
+$1.11M
2
+$849K
3
+$736K
4
PMT
PennyMac Mortgage Investment
PMT
+$421K
5
JPC icon
Nuveen Preferred & Income Opportunities Fund
JPC
+$371K

Sector Composition

1 Technology 14.89%
2 Financials 13.23%
3 Communication Services 12.19%
4 Healthcare 10.5%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
+108
377
$3K ﹤0.01%
167
378
$3K ﹤0.01%
+19
379
$3K ﹤0.01%
+21
380
$3K ﹤0.01%
+8
381
$3K ﹤0.01%
175
382
$3K ﹤0.01%
125
383
$3K ﹤0.01%
70
384
$3K ﹤0.01%
+14
385
$3K ﹤0.01%
+28
386
$3K ﹤0.01%
+27
387
$3K ﹤0.01%
+66
388
$3K ﹤0.01%
+34
389
$3K ﹤0.01%
64
390
$3K ﹤0.01%
12
391
$3K ﹤0.01%
+23
392
$3K ﹤0.01%
550
393
$3K ﹤0.01%
62
+2
394
$3K ﹤0.01%
+59
395
$3K ﹤0.01%
+150
396
$3K ﹤0.01%
+9
397
$3K ﹤0.01%
216
398
$3K ﹤0.01%
21
+1
399
$3K ﹤0.01%
+65
400
$3K ﹤0.01%
40
+1
14 15
16
17 18