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
$317M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$8.82M
3
+$4.64M
4
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.51M
5
CSCO icon
Cisco
CSCO
+$2.94M

Top Sells

1
+$5.38M
2
+$3.17M
3
+$2.76M
4
C icon
Citigroup
C
+$2.16M
5
WFC icon
Wells Fargo
WFC
+$1.74M

Sector Composition

1 Technology 18.06%
2 Healthcare 15.25%
3 Industrials 12.49%
4 Communication Services 10.69%
5 Energy 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$125K 0.04%
3,616
-150
152
$124K 0.04%
4,963
-8,600
153
$123K 0.04%
1,029
154
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155
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156
$117K 0.04%
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157
$115K 0.04%
6,000
158
$114K 0.04%
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159
$114K 0.04%
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160
$112K 0.04%
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161
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162
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163
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30,000
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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
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169
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171
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172
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18,550
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173
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174
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+3,000
175
$91K 0.03%
+3,025
5 6
7
8 9