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
$330M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.18M
3
+$4.82M
4
SO icon
Southern Company
SO
+$4.08M
5
BP icon
BP
BP
+$3.33M

Top Sells

1
+$4.9M
2
+$3.94M
3
+$3.83M
4
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.51M
5
JNJ icon
Johnson & Johnson
JNJ
+$3M

Sector Composition

1 Technology 17.55%
2 Healthcare 15.59%
3 Industrials 11.75%
4 Communication Services 10.57%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$185K 0.06%
+15,000
127
$182K 0.06%
12,210
128
$176K 0.05%
1,078
-11
129
$175K 0.05%
12,122
-9,953
130
$173K 0.05%
3,327
-639
131
$172K 0.05%
16,550
132
$166K 0.05%
3,543
133
$162K 0.05%
1,728
-35
134
$162K 0.05%
9,387
+666
135
$160K 0.05%
6,213
+1,250
136
$157K 0.05%
6,817
137
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13,353
+1,596
138
$153K 0.05%
6,750
-1,110
139
$150K 0.05%
+19,313
140
$149K 0.05%
1,640
141
$148K 0.04%
+50,000
142
$147K 0.04%
3,616
143
$146K 0.04%
+1,655
144
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5,000
145
$137K 0.04%
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146
$134K 0.04%
2,000
147
$133K 0.04%
10,000
148
$132K 0.04%
+11,400
149
$131K 0.04%
520
150
$130K 0.04%
11,000
4 5
6
7 8