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
126
$92K 0.04%
10,486
+5,000
127
$89K 0.04%
+7,500
128
$88K 0.04%
626
129
$83K 0.04%
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130
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131
$82K 0.04%
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132
$81K 0.04%
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133
$81K 0.04%
800
134
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135
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2,256
136
$78K 0.04%
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137
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138
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139
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140
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141
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142
$70K 0.03%
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143
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144
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145
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146
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147
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148
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149
$65K 0.03%
543
150
$62K 0.03%
1,509
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