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
$164M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$4.62M
3
+$2.2M
4
ETN icon
Eaton
ETN
+$1.68M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.25M

Top Sells

1
+$6.98M
2
+$4.8M
3
+$3.55M
4
GG
Goldcorp Inc
GG
+$425K
5
EMR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$27K 0.02%
420
177
$27K 0.02%
2,600
178
$26K 0.02%
347
179
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810
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180
$26K 0.02%
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181
$25K 0.02%
1,019
182
$24K 0.01%
+1,300
183
$24K 0.01%
1,500
-2,000
184
$23K 0.01%
300
185
$23K 0.01%
275
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186
$23K 0.01%
2,800
187
$22K 0.01%
463
188
$22K 0.01%
300
189
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190
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191
$21K 0.01%
275
192
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193
$20K 0.01%
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194
$20K 0.01%
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195
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196
$19K 0.01%
782
197
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1,200
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198
$19K 0.01%
416
199
$19K 0.01%
465
200
$19K 0.01%
229
6 7
8
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