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
$260M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.9M
3
+$5.12M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$5.05M
5
VALE icon
Vale
VALE
+$2.63M

Top Sells

1
+$9.35M
2
+$3.15M
3
+$3.03M
4
FCX icon
Freeport-McMoran
FCX
+$1.46M
5
DD icon
DuPont de Nemours
DD
+$1.23M

Sector Composition

1 Technology 16.6%
2 Industrials 14.9%
3 Healthcare 13.71%
4 Energy 11.98%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$75K 0.03%
5,400
152
$73K 0.03%
515
153
$73K 0.03%
5,000
154
$72K 0.03%
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155
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156
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157
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158
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160
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161
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162
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163
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164
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167
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169
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