EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+0.11%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$513M
AUM Growth
+$21.4M
(+4.4%)
Cap. Flow
+$22.1M
Cap. Flow
% of AUM
4.32%
Top 10 Holdings %
Top 10 Hldgs %
47.66%
Holding
556
New
118
Increased
111
Reduced
39
Closed
22
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$5.83M |
| 2 |
BGC Group
BGC
|
$2.5M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.35M |
| 4 |
Newmark Group
NMRK
|
$2.25M |
| 5 |
Apple
AAPL
|
$1.55M |
Top Sells
Sector Composition
| 1 | Technology | 14.89% |
| 2 | Financials | 13.23% |
| 3 | Communication Services | 12.19% |
| 4 | Healthcare | 10.49% |
| 5 | Industrials | 8.65% |
