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
$239M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.52M
3
+$6.13M
4
T icon
AT&T
T
+$4.09M
5
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.95M

Top Sells

1
+$5.81M
2
+$5.45M
3
+$5.3M
4
DD icon
DuPont de Nemours
DD
+$5.14M
5
EMR icon
Emerson Electric
EMR
+$3.81M

Sector Composition

1 Energy 16.31%
2 Industrials 13.8%
3 Technology 13.55%
4 Healthcare 10.02%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$70K 0.03%
3,373
152
$69K 0.03%
+500
153
$69K 0.03%
1,439
154
$69K 0.03%
17,613
155
$68K 0.03%
515
156
$68K 0.03%
+68
157
$68K 0.03%
913
158
$67K 0.03%
760
159
$66K 0.03%
5,213
160
$65K 0.03%
4,100
-15,616
161
$64K 0.03%
+1,000
162
$63K 0.03%
568
+25
163
$61K 0.03%
1,800
164
$58K 0.02%
4,268
+2,000
165
$56K 0.02%
3,608
166
$56K 0.02%
2,370
+2,100
167
$56K 0.02%
1,853
+694
168
$56K 0.02%
+1,205
169
$55K 0.02%
332
-20
170
$55K 0.02%
2,772
171
$53K 0.02%
1,010
+610
172
$52K 0.02%
+1,282
173
$50K 0.02%
+3,500
174
$50K 0.02%
5,769
+131
175
$49K 0.02%
650
5 6
7
8 9