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
$220M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$6.5M
3
+$6M
4
PFE icon
Pfizer
PFE
+$5.44M
5
M icon
Macy's
M
+$5.05M

Top Sells

1
+$12.7M
2
+$9.68M
3
+$8.67M
4
AA icon
Alcoa
AA
+$6.35M
5
UPS icon
United Parcel Service
UPS
+$5.91M

Sector Composition

1 Healthcare 14.43%
2 Technology 13.04%
3 Industrials 11.44%
4 Communication Services 10.42%
5 Energy 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-400
502
– –
-9,650
503
– –
-150
504
– –
-4,000
505
– –
-800
17 18 19 20
21