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
$440M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$2.2M
3
+$1.74M
4
AEP icon
American Electric Power
AEP
+$1.65M
5
KO icon
Coca-Cola
KO
+$1.5M

Top Sells

1
+$7.01M
2
+$6.28M
3
+$6.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.51M
5
AMZN icon
Amazon
AMZN
+$2.51M

Sector Composition

1 Technology 14.19%
2 Healthcare 11.71%
3 Financials 11.56%
4 Communication Services 10.42%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$75K 0.02%
635
152
$75K 0.02%
1,067
+29
153
$74K 0.02%
1,075
-2,050
154
$74K 0.02%
1,000
-2,000
155
$73K 0.02%
18,150
156
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1,000
-1,500
157
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1,207
-3,003
158
$68K 0.02%
256
159
$68K 0.02%
4,500
160
$65K 0.01%
1,960
-76
161
$64K 0.01%
1,500
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162
$62K 0.01%
10,000
163
$62K 0.01%
1,360
164
$61K 0.01%
615
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165
$60K 0.01%
2,105
-4,955
166
$58K 0.01%
525
167
$58K 0.01%
480
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168
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169
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630
170
$56K 0.01%
320
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315
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$54K 0.01%
250
173
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+1,000
174
$52K 0.01%
7,500
175
$51K 0.01%
3,500
-5,675
5 6
7
8 9