EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Quarter Est. Return
1 Year Est. Return
+19.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$10.9M
3
+$5.12M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$5.05M
5
VALE icon
Vale
VALE
+$2.63M

Top Sells

1
+$9.35M
2
+$3.15M
3
+$3.03M
4
FCX icon
Freeport-McMoran
FCX
+$1.46M
5
DD icon
DuPont de Nemours
DD
+$1.23M

Sector Composition

1 Industrials 15.95%
2 Technology 15.56%
3 Healthcare 13.71%
4 Energy 11.98%
5 Communication Services 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$53K 0.02%
17,641
+28
177
$53K 0.02%
6,000
178
$52K 0.02%
3,861
179
$52K 0.02%
6,011
+120
180
$52K 0.02%
264
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181
$52K 0.02%
2,772
182
$51K 0.02%
3,165
+2,675
183
$50K 0.02%
2,000
184
$50K 0.02%
10,585
-138,500
185
$49K 0.02%
2,000
186
$48K 0.02%
+1,000
187
$48K 0.02%
3,255
188
$47K 0.02%
637
189
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500
190
$46K 0.02%
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191
$46K 0.02%
644
192
$46K 0.02%
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193
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405
194
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195
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196
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2,000
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197
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198
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199
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200
$41K 0.02%
795
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