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
$164M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$4.62M
3
+$2.2M
4
ETN icon
Eaton
ETN
+$1.68M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.25M

Top Sells

1
+$6.98M
2
+$4.8M
3
+$3.55M
4
GG
Goldcorp Inc
GG
+$425K
5
EMR icon
Emerson Electric
EMR
+$345K

Sector Composition

1 Industrials 21.46%
2 Healthcare 16.68%
3 Technology 14.93%
4 Energy 14.39%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$43K 0.03%
+3,500
152
$42K 0.03%
1,600
153
$41K 0.03%
+5,505
154
$40K 0.02%
1,680
155
$40K 0.02%
2,772
156
$39K 0.02%
500
-20
157
$39K 0.02%
637
158
$38K 0.02%
3,500
+1,500
159
$34K 0.02%
1,298
160
$34K 0.02%
+3,000
161
$34K 0.02%
438
162
$33K 0.02%
804
163
$33K 0.02%
815
164
$32K 0.02%
1,575
165
$32K 0.02%
300
166
$31K 0.02%
405
+236
167
$31K 0.02%
695
+300
168
$30K 0.02%
2,268
169
$29K 0.02%
+400
170
$29K 0.02%
804
-890
171
$28K 0.02%
200
172
$28K 0.02%
600
173
$28K 0.02%
560
174
$28K 0.02%
223
175
$28K 0.02%
400
5 6
7
8 9