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
$216M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$7.08M
3
+$6.78M
4
KBR icon
KBR
KBR
+$5.02M
5
MRK icon
Merck
MRK
+$2.74M

Top Sells

1
+$7.77M
2
+$3.67M
3
+$1.25M
4
NOW icon
ServiceNow
NOW
+$1.04M
5
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$680K

Sector Composition

1 Energy 20.5%
2 Industrials 20.17%
3 Technology 12.76%
4 Healthcare 10.55%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.97%
39,654
+8,790
27
$2.02M 0.93%
73,569
-2,480
28
$2M 0.92%
27,869
-5,627
29
$1.92M 0.89%
146,335
+96,235
30
$1.78M 0.82%
13,051
+6,718
31
$1.7M 0.78%
84,784
+21,560
32
$1.58M 0.73%
25,666
-1,095
33
$1.3M 0.6%
34,869
34
$1.3M 0.6%
33,846
+8,132
35
$1.14M 0.52%
24,661
+19,661
36
$1.12M 0.52%
22,745
+847
37
$1.07M 0.49%
12,883
+6,668
38
$1.03M 0.48%
+116,325
39
$1M 0.46%
25,213
+24,950
40
$962K 0.44%
16,456
41
$958K 0.44%
31,999
+14,519
42
$832K 0.38%
18,344
+6,000
43
$657K 0.3%
9,307
+486
44
$627K 0.29%
7,301
45
$599K 0.28%
+70,000
46
$554K 0.26%
+24,500
47
$549K 0.25%
+48,500
48
$538K 0.25%
7,170
49
$503K 0.23%
8,734
+311
50
$503K 0.23%
13,167
-15,265
1
2
3 4 5