EWM

Edge Wealth Management Portfolio holdings

AUM $585M
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$1.11M
3
+$957K
4
VZ icon
Verizon
VZ
+$324K
5
B
Barrick Mining
B
+$186K

Top Sells

1
+$14.3M
2
+$1.31M
3
+$1.13M
4
BAC icon
Bank of America
BAC
+$954K
5
DVY icon
iShares Select Dividend ETF
DVY
+$902K

Sector Composition

1 Technology 15.84%
2 Financials 9.91%
3 Industrials 9.68%
4 Healthcare 9.54%
5 Communication Services 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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-6,276
79
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80
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-666
81
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-19,600
82
– –
-189,659
83
– –
-2,973
84
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-27,739
85
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-2,000
86
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-1,373
87
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0
1 2 3
4