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
$393M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$2.56M
3
+$2.26M
4
T icon
AT&T
T
+$1.6M
5
PG icon
Procter & Gamble
PG
+$1.3M

Top Sells

1
+$7.34M
2
+$2.43M
3
+$2.26M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.25M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.25M

Sector Composition

1 Technology 16.78%
2 Healthcare 11.23%
3 Communication Services 10.54%
4 Financials 7.12%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8K ﹤0.01%
464
427
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40
428
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1,200
429
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430
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+500
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577
436
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248
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440
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500
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448
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449
$7K ﹤0.01%
200
450
$6K ﹤0.01%
400
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