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
$240M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.56M
3
+$3.9M
4
GD icon
General Dynamics
GD
+$3.53M
5
BHI
Baker Hughes
BHI
+$3.51M

Top Sells

1
+$8.63M
2
+$6.26M
3
+$5.05M
4
YUM icon
Yum! Brands
YUM
+$4.86M
5
SLB icon
SLB Ltd
SLB
+$2.89M

Sector Composition

1 Technology 16.63%
2 Healthcare 16.44%
3 Industrials 12.37%
4 Financials 10.82%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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-7
452
$0 ﹤0.01%
2
453
$0 ﹤0.01%
26
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454
– –
-114,615
455
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-475
456
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-7,625
457
$0 ﹤0.01%
11
458
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-17,300
459
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460
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-9
461
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463
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62
465
$0 ﹤0.01%
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466
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467
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468
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5
469
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470
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$0 ﹤0.01%
15
472
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-103
473
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474
$0 ﹤0.01%
125
475
$0 ﹤0.01%
11
16 17 18
19
20