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
451
$2K ﹤0.01%
+38
452
– –
0
453
$1K ﹤0.01%
1
454
$1K ﹤0.01%
58
455
$1K ﹤0.01%
50
456
$1K ﹤0.01%
7
457
$1K ﹤0.01%
+12
458
$1K ﹤0.01%
27
-1,973
459
$1K ﹤0.01%
+14
460
$1K ﹤0.01%
+7
461
$1K ﹤0.01%
20
+4
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$1K ﹤0.01%
+1
463
$1K ﹤0.01%
1
464
$1K ﹤0.01%
+23
465
$1K ﹤0.01%
19
466
$1K ﹤0.01%
+5
467
$1K ﹤0.01%
+5
468
$1K ﹤0.01%
+61
469
$1K ﹤0.01%
25,000
470
$1K ﹤0.01%
10
471
$1K ﹤0.01%
13
472
$1K ﹤0.01%
+15
473
$1K ﹤0.01%
10
474
$1K ﹤0.01%
2
475
$1K ﹤0.01%
+22
17 18
19
20 21