EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
-9.44%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$355M
AUM Growth
-$61.5M
(-15%)
Cap. Flow
-$14.4M
Cap. Flow
% of AUM
-4.07%
Top 10 Holdings %
Top 10 Hldgs %
37.27%
Holding
664
New
54
Increased
86
Reduced
111
Closed
67
Top Buys
| 1 |
Invesco Preferred ETF
PGX
|
$14.7M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$10.8M |
| 3 |
Walmart
WMT
|
$5.54M |
| 4 |
Walt Disney
DIS
|
$5.52M |
| 5 |
Southern Company
SO
|
$4.42M |
Top Sells
| 1 |
Alerian MLP ETF
AMLP
|
$15.2M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$11.7M |
| 3 |
AT&T
T
|
$9.59M |
| 4 |
Cisco
CSCO
|
$7.74M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$7.31M |
Sector Composition
| 1 | Technology | 15.36% |
| 2 | Healthcare | 11.96% |
| 3 | Financials | 8.16% |
| 4 | Communication Services | 7.96% |
| 5 | Consumer Staples | 7% |
