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
$265M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.76M
3
+$3.11M
4
EMR icon
Emerson Electric
EMR
+$2.59M
5
QCOM icon
Qualcomm
QCOM
+$2.26M

Top Sells

1
+$6.47M
2
+$5.78M
3
+$3.3M
4
LNKD
LinkedIn Corporation
LNKD
+$3.28M
5
UPS icon
United Parcel Service
UPS
+$2.95M

Sector Composition

1 Healthcare 13.72%
2 Industrials 13.21%
3 Financials 12.03%
4 Communication Services 11.45%
5 Energy 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$126K 0.05%
7,875
127
$123K 0.05%
3,390
128
$122K 0.05%
1,676
+1,130
129
$118K 0.04%
800
130
$114K 0.04%
1,015
+255
131
$113K 0.04%
4,141
+3,681
132
$112K 0.04%
5,405
-3,345
133
$111K 0.04%
9,650
+9,000
134
$106K 0.04%
7,520
-9,000
135
$104K 0.04%
789
+523
136
$104K 0.04%
25,885
+10,000
137
$104K 0.04%
2,668
138
$103K 0.04%
21,008
-2,080
139
$101K 0.04%
10,500
+10,400
140
$101K 0.04%
3,350
141
$101K 0.04%
4,784
+569
142
$99K 0.04%
3,080
+480
143
$99K 0.04%
+7,000
144
$98K 0.04%
5,469
145
$97K 0.04%
3,850
146
$97K 0.04%
2,500
-900
147
$96K 0.04%
515
148
$92K 0.03%
2,031
149
$91K 0.03%
1,245
150
$90K 0.03%
+8,393
4 5
6
7 8