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
$216M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$7.08M
3
+$6.78M
4
KBR icon
KBR
KBR
+$5.02M
5
MRK icon
Merck
MRK
+$2.74M

Top Sells

1
+$7.77M
2
+$3.67M
3
+$1.25M
4
NOW icon
ServiceNow
NOW
+$1.04M
5
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$680K

Sector Composition

1 Energy 20.5%
2 Industrials 20.17%
3 Technology 12.76%
4 Healthcare 10.55%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37K 0.02%
400
+125
177
$37K 0.02%
+200
178
$36K 0.02%
+82
179
$34K 0.02%
804
180
$34K 0.02%
1,159
-264,968
181
$33K 0.02%
223
182
$33K 0.02%
815
183
$33K 0.02%
571
+491
184
$32K 0.01%
1,019
185
$32K 0.01%
600
186
$32K 0.01%
+500
187
$32K 0.01%
804
188
$32K 0.01%
+1,250
189
$31K 0.01%
+1,750
190
$31K 0.01%
1,611
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191
$31K 0.01%
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192
$29K 0.01%
252
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193
$29K 0.01%
347
194
$29K 0.01%
560
195
$29K 0.01%
400
196
$29K 0.01%
814
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197
$28K 0.01%
2,268
198
$28K 0.01%
420
199
$28K 0.01%
200
200
$28K 0.01%
+600
6 7
8
9 10