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
$239M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.52M
3
+$6.13M
4
T icon
AT&T
T
+$4.09M
5
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.95M

Top Sells

1
+$5.81M
2
+$5.45M
3
+$5.3M
4
DD icon
DuPont de Nemours
DD
+$5.14M
5
EMR icon
Emerson Electric
EMR
+$3.81M

Sector Composition

1 Energy 16.31%
2 Industrials 13.8%
3 Technology 13.55%
4 Healthcare 10.02%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$49K 0.02%
5,000
177
$49K 0.02%
+2,000
178
$48K 0.02%
10,200
179
$48K 0.02%
2,250
180
$47K 0.02%
500
181
$46K 0.02%
637
182
$45K 0.02%
643
+531
183
$44K 0.02%
2,000
184
$42K 0.02%
1,298
185
$42K 0.02%
4,519
+3,000
186
$42K 0.02%
+1,750
187
$42K 0.02%
82
188
$41K 0.02%
1,680
189
$41K 0.02%
700
190
$40K 0.02%
879
+75
191
$39K 0.02%
405
192
$37K 0.02%
200
193
$36K 0.02%
600
194
$36K 0.02%
+1,025
195
$36K 0.02%
223
196
$34K 0.01%
1,575
197
$34K 0.01%
400
198
$33K 0.01%
1,019
199
$33K 0.01%
560
200
$32K 0.01%
+2,500
6 7
8
9 10