EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Quarter Est. Return
1 Year Est. Return
+19.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.46M
3
+$1.87M
4
FCX icon
Freeport-McMoran
FCX
+$1.46M
5
EMC
EMC CORPORATION
EMC
+$1.17M

Top Sells

1
+$11.6M
2
+$9.08M
3
+$6.23M
4
EFT
Eaton Vance Floating-Rate Income Trust
EFT
+$1.77M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Industrials 15.96%
2 Energy 15.12%
3 Healthcare 13.81%
4 Technology 13.57%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$103K 0.04%
1,295
127
$101K 0.04%
182
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128
$100K 0.04%
3,900
129
$98K 0.04%
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130
$98K 0.04%
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131
$96K 0.04%
800
132
$96K 0.04%
626
133
$93K 0.04%
+100,000
134
$89K 0.04%
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135
$87K 0.04%
700
136
$86K 0.04%
3,350
137
$86K 0.04%
775
138
$85K 0.04%
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139
$84K 0.03%
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140
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2,600
141
$81K 0.03%
10,350
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142
$80K 0.03%
3,987
143
$80K 0.03%
410
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144
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145
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+100,000
146
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147
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913
148
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149
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5,000
150
$74K 0.03%
5,400
4 5
6
7 8