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
$240M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.56M
3
+$3.9M
4
GD icon
General Dynamics
GD
+$3.53M
5
BHI
Baker Hughes
BHI
+$3.51M

Top Sells

1
+$8.63M
2
+$6.26M
3
+$5.05M
4
YUM icon
Yum! Brands
YUM
+$4.86M
5
SLB icon
SLB Ltd
SLB
+$2.89M

Sector Composition

1 Technology 16.63%
2 Healthcare 16.44%
3 Industrials 12.37%
4 Financials 10.82%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
75
-1,500
402
$2K ﹤0.01%
+1,172
403
$1K ﹤0.01%
26
404
$1K ﹤0.01%
+225
405
$1K ﹤0.01%
21
406
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10
407
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100
408
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6
409
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5
410
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8
411
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8
412
$1K ﹤0.01%
+8
413
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50
414
$1K ﹤0.01%
4
415
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16
+1
416
$1K ﹤0.01%
30
417
$1K ﹤0.01%
22
+1
418
$1K ﹤0.01%
64
419
$1K ﹤0.01%
+95
420
$1K ﹤0.01%
11
421
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43
+1
422
$1K ﹤0.01%
20
423
$1K ﹤0.01%
+25
424
$1K ﹤0.01%
35
425
$1K ﹤0.01%
+65
15 16
17
18 19