EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+0.33%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$292M
AUM Growth
-$5.32M
(-1.8%)
Cap. Flow
-$7.9M
Cap. Flow
% of AUM
-2.7%
Top 10 Holdings %
Top 10 Hldgs %
38.33%
Holding
488
New
34
Increased
73
Reduced
83
Closed
36
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$15.6M |
| 2 |
Walmart
WMT
|
$9.17M |
| 3 |
American Express
AXP
|
$7.02M |
| 4 |
MetLife
MET
|
$5.61M |
| 5 |
Alcoa
AA
|
$4.62M |
Top Sells
| 1 |
iShares Mortgage Real Estate ETF
REM
|
$15.4M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$8.66M |
| 3 |
Yum! Brands
YUM
|
$8.13M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$6.77M |
| 5 |
WPZ
Williams Partners L.P.
WPZ
|
$6.18M |
Sector Composition
| 1 | Financials | 14.34% |
| 2 | Healthcare | 14.02% |
| 3 | Industrials | 12.24% |
| 4 | Technology | 10.92% |
| 5 | Energy | 8.43% |
