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
$265M
AUM Growth
-$300K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.76M
3
+$3.11M
4
EMR icon
Emerson Electric
EMR
+$2.59M
5
QCOM icon
Qualcomm
QCOM
+$2.26M

Top Sells

1
+$6.47M
2
+$5.78M
3
+$3.3M
4
LNKD
LinkedIn Corporation
LNKD
+$3.28M
5
UPS icon
United Parcel Service
UPS
+$2.95M

Sector Composition

1 Healthcare 13.72%
2 Industrials 13.21%
3 Financials 12.03%
4 Communication Services 11.45%
5 Energy 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$54K 0.02%
4,700
-19,750
177
$54K 0.02%
3,000
178
$53K 0.02%
1,898
-68,601
179
$52K 0.02%
+2,500
180
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610
181
$52K 0.02%
2,230
182
$51K 0.02%
6,525
+4,525
183
$51K 0.02%
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-5,000
184
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500
185
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600
186
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920
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187
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188
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189
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600
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190
$47K 0.02%
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191
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6,000
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192
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193
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194
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195
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196
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197
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125
198
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199
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200
$40K 0.02%
570
+500
6 7
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