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
$377M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$8.89M
3
+$8.57M
4
SO icon
Southern Company
SO
+$6.1M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.84M

Top Sells

1
+$6.3M
2
+$3.73M
3
+$2.68M
4
HAL icon
Halliburton
HAL
+$2.54M
5
AAPL icon
Apple
AAPL
+$1.88M

Sector Composition

1 Technology 17.51%
2 Healthcare 10.41%
3 Communication Services 9.81%
4 Financials 9.55%
5 Industrials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.56M 1.21%
83,277
+67
27
$3.69M 0.98%
25,181
+976
28
$3.24M 0.86%
70,881
+4,011
29
$3.2M 0.85%
130,718
+8,400
30
$2.97M 0.79%
50,950
+14,215
31
$2.89M 0.77%
36,455
+1,233
32
$2.69M 0.71%
106,164
+40,025
33
$2.69M 0.71%
37,100
-12,240
34
$2.62M 0.7%
12,143
+15
35
$2.62M 0.69%
102,755
+7,597
36
$2.53M 0.67%
40,653
+13,785
37
$2.26M 0.6%
28,821
+1,776
38
$2.03M 0.54%
19,040
+17,768
39
$1.96M 0.52%
119,270
-22,285
40
$1.96M 0.52%
17,176
-339
41
$1.85M 0.49%
11,590
+4,452
42
$1.84M 0.49%
141,120
+75,155
43
$1.75M 0.46%
27,714
-520
44
$1.48M 0.39%
67,495
+1,824
45
$1.47M 0.39%
23,518
+9,504
46
$1.39M 0.37%
26,502
+1
47
$1.29M 0.34%
52,001
-6,492
48
$1.26M 0.33%
12,002
-33
49
$1.25M 0.33%
12,350
50
$1.24M 0.33%
44,230
+24,430
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