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
$458M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$3.77M
3
+$866K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$594K
5
VZ icon
Verizon
VZ
+$556K

Top Sells

1
+$11.2M
2
+$1.92M
3
+$1.23M
4
ROIV icon
Roivant Sciences
ROIV
+$932K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$828K

Sector Composition

1 Technology 17.81%
2 Financials 10.2%
3 Healthcare 9.7%
4 Industrials 9.58%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$90.4K 0.02%
11,000
77
$61.2K 0.01%
10,200
78
– –
-10,330
79
– –
-659
1 2 3
4