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
$298M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.57M
3
+$8.52M
4
F icon
Ford
F
+$6.46M
5
WPZ
Williams Partners L.P.
WPZ
+$6.18M

Top Sells

1
+$11.4M
2
+$9.91M
3
+$6.55M
4
AET
Aetna Inc
AET
+$4.34M
5
GD icon
General Dynamics
GD
+$4.19M

Sector Composition

1 Healthcare 14.02%
2 Technology 12.57%
3 Industrials 12.46%
4 Energy 10.27%
5 Financials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$106K 0.04%
2,011
-6,181
127
$104K 0.03%
3,350
128
$103K 0.03%
5,469
129
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130
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131
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132
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133
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5,370
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134
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135
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136
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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
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144
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150
$76K 0.03%
700
4 5
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