EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+1.37%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$220M
AUM Growth
-$44.6M
(-17%)
Cap. Flow
-$45.8M
Cap. Flow
% of AUM
-20.78%
Top 10 Holdings %
Top 10 Hldgs %
37.13%
Holding
523
New
56
Increased
72
Reduced
103
Closed
64
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$8.07M |
| 2 |
Apple
AAPL
|
$6.5M |
| 3 |
Cisco
CSCO
|
$6M |
| 4 |
Pfizer
PFE
|
$5.44M |
| 5 |
Macy's
M
|
$5.05M |
Top Sells
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$12.7M |
| 2 |
AT&T
T
|
$9.68M |
| 3 |
Merck
MRK
|
$8.67M |
| 4 |
Alcoa
AA
|
$6.35M |
| 5 |
United Parcel Service
UPS
|
$5.91M |
Sector Composition
| 1 | Healthcare | 14.43% |
| 2 | Technology | 13.04% |
| 3 | Industrials | 11.44% |
| 4 | Communication Services | 10.42% |
| 5 | Energy | 8.25% |
