EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+5.34%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$235M
AUM Growth
-$5.28M
(-2.2%)
Cap. Flow
-$12M
Cap. Flow
% of AUM
-5.1%
Top 10 Holdings %
Top 10 Hldgs %
39.7%
Holding
537
New
57
Increased
54
Reduced
94
Closed
60
Top Buys
Top Sells
| 1 |
Procter & Gamble
PG
|
$7.13M |
| 2 |
AT&T
T
|
$4.92M |
| 3 |
Qualcomm
QCOM
|
$4.24M |
| 4 |
AbbVie
ABBV
|
$2.51M |
| 5 |
General Dynamics
GD
|
$1.07M |
Sector Composition
| 1 | Healthcare | 18.41% |
| 2 | Technology | 16.9% |
| 3 | Industrials | 12.68% |
| 4 | Financials | 11.86% |
| 5 | Energy | 9.93% |
