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
$164M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$4.62M
3
+$2.2M
4
ETN icon
Eaton
ETN
+$1.68M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.25M

Top Sells

1
+$6.98M
2
+$4.8M
3
+$3.55M
4
GG
Goldcorp Inc
GG
+$425K
5
EMR icon
Emerson Electric
EMR
+$345K

Sector Composition

1 Industrials 21.46%
2 Healthcare 16.68%
3 Technology 14.93%
4 Energy 14.39%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.84%
30,864
+3,935
27
$1.25M 0.77%
76,049
+51,065
28
$1.25M 0.76%
+80,000
29
$1.2M 0.73%
26,922
+23,831
30
$1.16M 0.71%
34,869
-209,629
31
$1.08M 0.66%
63,224
-6,804
32
$1.04M 0.63%
+20,000
33
$1.02M 0.62%
21,898
-385
34
$943K 0.58%
28,432
-2,990
35
$853K 0.52%
25,714
+5,880
36
$851K 0.52%
16,456
37
$838K 0.51%
16,672
+4,925
38
$744K 0.45%
6,333
-2,000
39
$716K 0.44%
13,800
+9,900
40
$680K 0.42%
+4,000
41
$664K 0.41%
+10,000
42
$623K 0.38%
50,100
+33,175
43
$622K 0.38%
7,301
-40
44
$613K 0.37%
8,821
-213
45
$510K 0.31%
12,344
46
$494K 0.3%
6,215
47
$476K 0.29%
47,495
48
$474K 0.29%
8,423
-85,341
49
$462K 0.28%
9,005
50
$451K 0.28%
7,170
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