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
$330M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1 +$7.17M
2 +$6.18M
3 +$4.82M
4
SO icon
Southern Company
SO
+$4.08M
5
BP icon
BP
BP
+$3.33M

Sector Composition

1 Technology 17.55%
2 Healthcare 15.59%
3 Industrials 11.75%
4 Communication Services 10.57%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
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