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
$216M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$7.08M
3
+$6.78M
4
KBR icon
KBR
KBR
+$5.02M
5
MRK icon
Merck
MRK
+$2.74M

Top Sells

1
+$7.77M
2
+$3.67M
3
+$1.25M
4
NOW icon
ServiceNow
NOW
+$1.04M
5
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$680K

Sector Composition

1 Energy 20.5%
2 Industrials 20.17%
3 Technology 12.76%
4 Healthcare 10.55%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$146K 0.07%
2,709
-133
102
$143K 0.07%
1,938
+1,500
103
$142K 0.07%
13,500
+500
104
$137K 0.06%
18,270
+4,380
105
$132K 0.06%
+4,800
106
$130K 0.06%
8,514
107
$129K 0.06%
1,693
-39
108
$128K 0.06%
13,000
109
$124K 0.06%
4,700
110
$122K 0.06%
9,043
+4,343
111
$121K 0.06%
12,395
-35,100
112
$118K 0.05%
2,500
+500
113
$117K 0.05%
1,000
114
$117K 0.05%
+9,000
115
$115K 0.05%
1,402
-5
116
$112K 0.05%
4,871
+4,752
117
$111K 0.05%
1,228
118
$107K 0.05%
1,950
119
$106K 0.05%
4,088
+1,000
120
$104K 0.05%
1,463
121
$103K 0.05%
2,025
122
$99K 0.05%
2,500
+2,400
123
$99K 0.05%
7,300
+2,100
124
$98K 0.05%
+2,031
125
$98K 0.05%
+10,000
3 4
5
6 7