EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
This Quarter Return
+6.17%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$498M
AUM Growth
+$498M
(+4.9%)
Cap. Flow
-$1.95M
Cap. Flow
% of AUM
-0.39%
Top 10 Holdings %
Top 10 Hldgs %
57.07%
Holding
83
New
5
Increased
15
Reduced
30
Closed
3
Top Buys
| 1 |
Schlumberger
SLB
|
$3.48M |
| 2 |
Simplify MBS ETF
MTBA
|
$878K |
| 3 |
iShares MBS ETF
MBB
|
$507K |
| 4 |
Alerian MLP ETF
AMLP
|
$402K |
| 5 |
Amazon
AMZN
|
$277K |
Top Sells
| 1 |
Dollar Tree
DLTR
|
$5.46M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$939K |
| 3 |
Apple
AAPL
|
$320K |
| 4 |
UnitedHealth
UNH
|
$230K |
| 5 |
Phillips 66
PSX
|
$212K |
Sector Composition
| 1 | Technology | 19.17% |
| 2 | Financials | 10.94% |
| 3 | Industrials | 9.04% |
| 4 | Communication Services | 7.84% |
| 5 | Real Estate | 6.92% |
