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
$240M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.56M
3
+$3.9M
4
GD icon
General Dynamics
GD
+$3.53M
5
BHI
Baker Hughes
BHI
+$3.51M

Top Sells

1
+$8.63M
2
+$6.26M
3
+$5.05M
4
YUM icon
Yum! Brands
YUM
+$4.86M
5
SLB icon
SLB Ltd
SLB
+$2.89M

Sector Composition

1 Technology 16.63%
2 Healthcare 16.44%
3 Industrials 12.37%
4 Financials 10.82%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$75K 0.03%
988
152
$73K 0.03%
767
153
$71K 0.03%
965
154
$68K 0.03%
+90
155
$65K 0.03%
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156
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1,439
157
$62K 0.03%
3,100
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158
$61K 0.03%
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159
$60K 0.03%
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160
$59K 0.02%
500
161
$56K 0.02%
920
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162
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1,850
163
$54K 0.02%
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164
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165
$52K 0.02%
450
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166
$50K 0.02%
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168
$49K 0.02%
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169
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170
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172
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173
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174
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175
$46K 0.02%
220
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