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
$216M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$7.08M
3
+$6.78M
4
KBR icon
KBR
KBR
+$5.02M
5
MRK icon
Merck
MRK
+$2.74M

Top Sells

1
+$7.77M
2
+$3.67M
3
+$1.25M
4
NOW icon
ServiceNow
NOW
+$1.04M
5
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$680K

Sector Composition

1 Energy 20.5%
2 Industrials 20.17%
3 Technology 12.76%
4 Healthcare 10.55%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.23%
8,535
-64,070
52
$484K 0.22%
8,922
-83
53
$470K 0.22%
+10,834
54
$457K 0.21%
16,381
+1,004
55
$447K 0.21%
4,609
+4,600
56
$434K 0.2%
+10,000
57
$428K 0.2%
+21,000
58
$421K 0.19%
4,014
+165
59
$378K 0.17%
+12,500
60
$377K 0.17%
29,318
-739
61
$365K 0.17%
2,039
+1,256
62
$353K 0.16%
14,540
+6,540
63
$350K 0.16%
8,495
+2,668
64
$350K 0.16%
26,855
+26,555
65
$330K 0.15%
3,225
-125
66
$325K 0.15%
57,520
+9,360
67
$323K 0.15%
20,781
+400
68
$311K 0.14%
2,625
69
$310K 0.14%
19,716
+570
70
$306K 0.14%
7,973
71
$304K 0.14%
24,002
72
$304K 0.14%
+4,790
73
$302K 0.14%
100,450
+100,000
74
$299K 0.14%
+50,000
75
$291K 0.13%
30,175
1 2
3
4 5