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
$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
426
$2K ﹤0.01%
+33
427
$2K ﹤0.01%
+78
428
$2K ﹤0.01%
+16
429
$2K ﹤0.01%
+35
430
$2K ﹤0.01%
+11
431
$2K ﹤0.01%
+37
432
$2K ﹤0.01%
136
433
$2K ﹤0.01%
+15
434
$2K ﹤0.01%
+55
435
$2K ﹤0.01%
96
+2
436
$2K ﹤0.01%
+175
437
$2K ﹤0.01%
+32
438
$2K ﹤0.01%
+75
439
$2K ﹤0.01%
+15
440
$2K ﹤0.01%
199
441
$2K ﹤0.01%
+7
442
$2K ﹤0.01%
6
443
$2K ﹤0.01%
75
444
$2K ﹤0.01%
1
445
$2K ﹤0.01%
7
446
$2K ﹤0.01%
+25
447
$2K ﹤0.01%
8
448
$2K ﹤0.01%
5
449
$2K ﹤0.01%
+16
450
$2K ﹤0.01%
3,000
16 17
18
19 20