EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Quarter Est. Return
1 Year Est. Return
+19.01%
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
451
$2K ﹤0.01%
3,000
452
$2K ﹤0.01%
+38
453
$1K ﹤0.01%
10
454
$1K ﹤0.01%
13
455
$1K ﹤0.01%
+15
456
$1K ﹤0.01%
10
457
$1K ﹤0.01%
2
458
$1K ﹤0.01%
+22
459
$1K ﹤0.01%
+72
460
$1K ﹤0.01%
71
+1
461
$1K ﹤0.01%
37
462
$1K ﹤0.01%
6
463
$1K ﹤0.01%
+5
464
$1K ﹤0.01%
+19
465
$1K ﹤0.01%
1
466
$1K ﹤0.01%
58
467
$1K ﹤0.01%
50
468
$1K ﹤0.01%
7
469
$1K ﹤0.01%
+12
470
$1K ﹤0.01%
27
-1,973
471
$1K ﹤0.01%
25
472
$1K ﹤0.01%
+2
473
$1K ﹤0.01%
4
474
$1K ﹤0.01%
+14
475
$1K ﹤0.01%
+7
17 18
19
20 21