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
$216M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$7.08M
3
+$6.78M
4
KBR icon
KBR
KBR
+$5.02M
5
MRK icon
Merck
MRK
+$2.74M

Top Sells

1
+$7.77M
2
+$3.67M
3
+$1.25M
4
NOW icon
ServiceNow
NOW
+$1.04M
5
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$680K

Sector Composition

1 Energy 20.5%
2 Industrials 20.17%
3 Technology 12.76%
4 Healthcare 10.55%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$61K 0.03%
515
152
$60K 0.03%
1,800
153
$59K 0.03%
573
154
$58K 0.03%
352
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155
$57K 0.03%
913
156
$56K 0.03%
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157
$54K 0.02%
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158
$53K 0.02%
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-400
159
$52K 0.02%
5,000
160
$52K 0.02%
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161
$52K 0.02%
1,680
162
$50K 0.02%
2,772
163
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164
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165
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166
$45K 0.02%
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167
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$42K 0.02%
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169
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172
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637
173
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174
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405
175
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1,345
+1,130
5 6
7
8 9