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
$241M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.46M
3
+$1.87M
4
FCX icon
Freeport-McMoran
FCX
+$1.46M
5
EMC
EMC CORPORATION
EMC
+$1.17M

Top Sells

1
+$11.6M
2
+$9.08M
3
+$6.23M
4
EFT
Eaton Vance Floating-Rate Income Trust
EFT
+$1.77M
5
AAPL icon
Apple
AAPL
+$1.01M

Sector Composition

1 Energy 15.12%
2 Technology 15%
3 Industrials 14.53%
4 Healthcare 13.81%
5 Consumer Staples 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$74K 0.03%
5,000
152
$73K 0.03%
515
153
$73K 0.03%
500
154
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155
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157
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158
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159
$68K 0.03%
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162
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163
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164
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165
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166
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167
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168
$56K 0.02%
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172
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173
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175
$50K 0.02%
637
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