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
$164M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$4.62M
3
+$2.2M
4
ETN icon
Eaton
ETN
+$1.68M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.25M

Top Sells

1
+$6.98M
2
+$4.8M
3
+$3.55M
4
GG
Goldcorp Inc
GG
+$425K
5
EMR icon
Emerson Electric
EMR
+$345K

Sector Composition

1 Industrials 21.46%
2 Healthcare 16.68%
3 Technology 14.93%
4 Energy 14.39%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$98K 0.06%
2,025
102
$97K 0.06%
1,463
-470
103
$96K 0.06%
1,950
104
$95K 0.06%
13,890
+13,170
105
$86K 0.05%
+2,000
106
$83K 0.05%
626
107
$81K 0.05%
800
108
$78K 0.05%
1,350
-40
109
$77K 0.05%
+20,300
110
$77K 0.05%
775
111
$76K 0.05%
+2,256
112
$75K 0.05%
700
113
$74K 0.05%
+3,000
114
$72K 0.04%
3,350
115
$72K 0.04%
2,655
116
$71K 0.04%
5,200
+200
117
$70K 0.04%
3,088
+1,000
118
$70K 0.04%
3,987
+854
119
$69K 0.04%
1,450
+250
120
$69K 0.04%
5,000
+3,000
121
$66K 0.04%
4,700
122
$65K 0.04%
515
123
$65K 0.04%
700
-9
124
$65K 0.04%
1,439
125
$64K 0.04%
3,373
+1,265
3 4
5
6 7