EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Quarter Est. Return
1 Year Est. Return
+19.01%
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
401
$3K ﹤0.01%
40
+1
402
$3K ﹤0.01%
+9
403
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+9
404
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+45
405
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11
-350
406
$3K ﹤0.01%
+29
407
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33
408
$2K ﹤0.01%
36
409
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+24
410
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+21
411
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+42
412
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+50
413
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+8
414
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415
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+1
416
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+23
417
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+53
418
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20
419
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8
420
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+30
421
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422
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423
$2K ﹤0.01%
+7
424
$2K ﹤0.01%
+25
425
$2K ﹤0.01%
45
15 16
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