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
$260M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.9M
3
+$5.12M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$5.05M
5
VALE icon
Vale
VALE
+$2.63M

Top Sells

1
+$9.35M
2
+$3.15M
3
+$3.03M
4
FCX icon
Freeport-McMoran
FCX
+$1.46M
5
DD icon
DuPont de Nemours
DD
+$1.23M

Sector Composition

1 Technology 16.6%
2 Industrials 14.9%
3 Healthcare 13.71%
4 Energy 11.98%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$104K 0.04%
2,031
127
$101K 0.04%
10,486
128
$97K 0.04%
3,850
129
$95K 0.04%
800
130
$91K 0.04%
11,580
+1,230
131
$90K 0.03%
3,350
132
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2,600
133
$90K 0.03%
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134
$90K 0.03%
+4,000
135
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775
136
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137
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+6,000
138
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423
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139
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141
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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
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150
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700
4 5
6
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