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
51
$1.23M 0.33%
+72,844
52
$1.23M 0.33%
12,242
-2,224
53
$1.2M 0.32%
27,367
-84,902
54
$1.15M 0.3%
88,090
+26,620
55
$1.12M 0.3%
51,629
+10,256
56
$1.09M 0.29%
4,125
+1,736
57
$1.07M 0.28%
49,220
-2,500
58
$1.05M 0.28%
17,680
+3,382
59
$1.03M 0.27%
28,414
+1
60
$982K 0.26%
12,240
-35
61
$977K 0.26%
72,964
+32,710
62
$965K 0.26%
19,997
-100
63
$964K 0.26%
12,925
-99
64
$938K 0.25%
+18,420
65
$862K 0.23%
96,192
+6,480
66
$844K 0.22%
33,146
+9,512
67
$814K 0.22%
14,531
+1
68
$784K 0.21%
11,620
+453
69
$753K 0.2%
168,400
70
$737K 0.2%
53,304
+7,374
71
$728K 0.19%
91,697
-33,042
72
$716K 0.19%
35,139
+8,760
73
$675K 0.18%
40,207
+1,661
74
$653K 0.17%
44,100
+25,600
75
$647K 0.17%
1,972
-478
1 2
3
4 5