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
$406M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.13M
3
+$4.94M
4
HAL icon
Halliburton
HAL
+$4.52M
5
ETN icon
Eaton
ETN
+$3.84M

Top Sells

1
+$13.1M
2
+$3.58M
3
+$1.61M
4
MRK icon
Merck
MRK
+$1.34M
5
PG icon
Procter & Gamble
PG
+$1.34M

Sector Composition

1 Technology 16.15%
2 Healthcare 11.36%
3 Financials 8.55%
4 Energy 8.13%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
64
477
$3K ﹤0.01%
273
478
$3K ﹤0.01%
137
479
$3K ﹤0.01%
30
-2,300
480
– –
0
481
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62
482
$3K ﹤0.01%
350
483
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40
484
– –
0
485
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200
486
$3K ﹤0.01%
400
487
$2K ﹤0.01%
105
488
$2K ﹤0.01%
336
489
$2K ﹤0.01%
35
490
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+1
491
$2K ﹤0.01%
104
492
$2K ﹤0.01%
120
493
$2K ﹤0.01%
59
-10,500
494
$2K ﹤0.01%
15
495
$2K ﹤0.01%
17
496
$2K ﹤0.01%
7
-729
497
$2K ﹤0.01%
42
-4,055
498
$2K ﹤0.01%
67
499
$2K ﹤0.01%
125
500
$2K ﹤0.01%
125
18 19
20
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