EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+5.53%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$164M
AUM Growth
+$14.3M
(+9.5%)
Cap. Flow
+$8.69M
Cap. Flow
% of AUM
5.3%
Top 10 Holdings %
Top 10 Hldgs %
43.81%
Holding
402
New
54
Increased
60
Reduced
51
Closed
49
Top Buys
| 1 |
Southern Company
SO
|
$5.97M |
| 2 |
FWLT
FOSTER WHEELER AG (SWITZERLAND)
FWLT
|
$4.62M |
| 3 |
BP
BP
|
$2.2M |
| 4 |
Eaton
ETN
|
$1.68M |
| 5 |
ProShares UltraShort Yen
YCS
|
$1.25M |
Top Sells
| 1 |
Microsoft
MSFT
|
$6.98M |
| 2 |
BHP
BHP
|
$4.8M |
| 3 |
Teva Pharmaceuticals
TEVA
|
$3.55M |
| 4 |
GG
Goldcorp Inc
GG
|
$425K |
| 5 |
Emerson Electric
EMR
|
$345K |
Sector Composition
| 1 | Industrials | 21.46% |
| 2 | Healthcare | 16.68% |
| 3 | Technology | 14.93% |
| 4 | Energy | 14.39% |
| 5 | Communication Services | 5.33% |
