EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+5.24%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$265M
AUM Growth
-$300K
(-0.11%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-6.58%
Top 10 Holdings %
Top 10 Hldgs %
37.38%
Holding
510
New
44
Increased
79
Reduced
103
Closed
45
Top Buys
| 1 |
PCI
PIMCO Dynamic Credit and Mortgage Income Fund
PCI
|
$5.05M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$4.76M |
| 3 |
AT&T
T
|
$3.11M |
| 4 |
Emerson Electric
EMR
|
$2.59M |
| 5 |
Qualcomm
QCOM
|
$2.26M |
Top Sells
| 1 |
General Motors
GM
|
$6.47M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$5.78M |
| 3 |
Alibaba
BABA
|
$3.3M |
| 4 |
LNKD
LinkedIn Corporation
LNKD
|
$3.28M |
| 5 |
United Parcel Service
UPS
|
$2.95M |
Sector Composition
| 1 | Healthcare | 13.72% |
| 2 | Industrials | 13.21% |
| 3 | Financials | 12.03% |
| 4 | Communication Services | 11.45% |
| 5 | Energy | 7.51% |
