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
$440M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$2.2M
3
+$1.74M
4
AEP icon
American Electric Power
AEP
+$1.65M
5
KO icon
Coca-Cola
KO
+$1.5M

Top Sells

1
+$7.01M
2
+$6.28M
3
+$6.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.51M
5
AMZN icon
Amazon
AMZN
+$2.51M

Sector Composition

1 Technology 14.19%
2 Healthcare 11.71%
3 Financials 11.56%
4 Communication Services 10.42%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$105K 0.02%
+1,500
127
$103K 0.02%
681
-225
128
$102K 0.02%
+4,000
129
$101K 0.02%
2,488
-2,540
130
$100K 0.02%
708
-205
131
$100K 0.02%
2,031
132
$99K 0.02%
+500
133
$98K 0.02%
560
-215
134
$95K 0.02%
3,510
+1,210
135
$94K 0.02%
883
136
$94K 0.02%
1,810
-500
137
$94K 0.02%
5,213
138
$93K 0.02%
2,000
139
$93K 0.02%
3,000
140
$92K 0.02%
+20,000
141
$91K 0.02%
1,850
142
$90K 0.02%
297
-3
143
$89K 0.02%
1,487
+281
144
$89K 0.02%
1,640
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145
$88K 0.02%
677
146
$87K 0.02%
275
-274
147
$86K 0.02%
510
-103
148
$79K 0.02%
3,755
149
$77K 0.02%
1,900
150
$76K 0.02%
214
+69
4 5
6
7 8