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
$330M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.18M
3
+$4.82M
4
SO icon
Southern Company
SO
+$4.08M
5
BP icon
BP
BP
+$3.33M

Top Sells

1
+$4.9M
2
+$3.94M
3
+$3.83M
4
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.51M
5
JNJ icon
Johnson & Johnson
JNJ
+$3M

Sector Composition

1 Technology 17.55%
2 Healthcare 15.59%
3 Industrials 11.75%
4 Communication Services 10.57%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
2,000
452
$3K ﹤0.01%
250
453
$3K ﹤0.01%
345
-2
454
$3K ﹤0.01%
336
455
$3K ﹤0.01%
60
456
$3K ﹤0.01%
100
-9,900
457
$3K ﹤0.01%
40
458
$3K ﹤0.01%
100
459
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62
460
$3K ﹤0.01%
100
461
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55
462
$3K ﹤0.01%
67
463
$3K ﹤0.01%
+75
464
$3K ﹤0.01%
125
465
$3K ﹤0.01%
125
466
$2K ﹤0.01%
175
467
$2K ﹤0.01%
50
468
$2K ﹤0.01%
750
469
$2K ﹤0.01%
99
470
$2K ﹤0.01%
35
471
$2K ﹤0.01%
50
472
$2K ﹤0.01%
64
473
$2K ﹤0.01%
75
474
$2K ﹤0.01%
100
475
$2K ﹤0.01%
100
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