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
$440M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$2.2M
3
+$1.74M
4
AEP icon
American Electric Power
AEP
+$1.65M
5
KO icon
Coca-Cola
KO
+$1.5M

Top Sells

1
+$7.01M
2
+$6.28M
3
+$6.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.51M
5
AMZN icon
Amazon
AMZN
+$2.51M

Sector Composition

1 Technology 14.19%
2 Healthcare 11.71%
3 Financials 11.56%
4 Communication Services 10.42%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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403
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404
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406
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408
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411
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415
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416
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417
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418
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420
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423
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425
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-120
15 16
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