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
476
$3K ﹤0.01%
40
477
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478
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479
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125
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$2K ﹤0.01%
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483
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484
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336
485
$2K ﹤0.01%
35
-44,537
486
$2K ﹤0.01%
64
487
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80
488
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9
490
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350
491
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75
492
$2K ﹤0.01%
1,400
493
$1K ﹤0.01%
+8
494
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40
495
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25
496
– –
0
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498
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100
499
$1K ﹤0.01%
10
500
$1K ﹤0.01%
25
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