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
$416M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.61M
3
+$1.38M
4
BP icon
BP
BP
+$1.37M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.35M

Top Sells

1
+$5.54M
2
+$4.97M
3
+$3.17M
4
PFE icon
Pfizer
PFE
+$1.85M
5
EPD icon
Enterprise Products Partners
EPD
+$875K

Sector Composition

1 Technology 17.28%
2 Healthcare 11.69%
3 Communication Services 10.25%
4 Financials 7.43%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$180K 0.04%
736
152
$177K 0.04%
+5,000
153
$169K 0.04%
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154
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159
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2,175
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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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165
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167
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168
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169
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171
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173
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725
174
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175
$135K 0.03%
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