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
$416M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.61M
3
+$1.38M
4
BP icon
BP
BP
+$1.37M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.35M

Top Sells

1
+$5.54M
2
+$4.97M
3
+$3.17M
4
PFE icon
Pfizer
PFE
+$1.85M
5
EPD icon
Enterprise Products Partners
EPD
+$875K

Sector Composition

1 Technology 17.28%
2 Healthcare 11.69%
3 Communication Services 10.25%
4 Financials 7.43%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.15M 1.24%
96,390
-12,756
27
$4.34M 1.04%
43,380
+1,620
28
$3.65M 0.88%
140,645
+9,025
29
$3.27M 0.79%
41,582
-7,509
30
$3.15M 0.76%
107,000
-1,903
31
$3.14M 0.75%
109,173
-30,460
32
$2.89M 0.69%
42,685
+6,500
33
$2.62M 0.63%
12,682
34
$1.96M 0.47%
109,945
-1,757
35
$1.78M 0.43%
+36,459
36
$1.76M 0.42%
14,462
-235
37
$1.75M 0.42%
24,099
-172
38
$1.68M 0.4%
10,207
+1,073
39
$1.61M 0.39%
14,288
+10,502
40
$1.46M 0.35%
11,920
+76
41
$1.41M 0.34%
23,787
+708
42
$1.39M 0.33%
26,493
-10
43
$1.37M 0.33%
11,740
-87
44
$1.3M 0.31%
51,843
+14,940
45
$1.28M 0.31%
27,924
+5,198
46
$1.27M 0.31%
71,980
+1,632
47
$1.24M 0.3%
14,565
-199
48
$1.23M 0.3%
10,521
-1,827
49
$1.2M 0.29%
12,240
50
$1.2M 0.29%
43,325
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