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
$240M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$5.56M
3
+$3.9M
4
GD icon
General Dynamics
GD
+$3.53M
5
BHI
Baker Hughes
BHI
+$3.51M

Top Sells

1
+$8.63M
2
+$6.26M
3
+$5.05M
4
YUM icon
Yum! Brands
YUM
+$4.86M
5
SLB icon
SLB Ltd
SLB
+$2.89M

Sector Composition

1 Technology 16.63%
2 Healthcare 16.44%
3 Industrials 12.37%
4 Financials 10.82%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$46K 0.02%
2,753
-233
177
$46K 0.02%
+5,056
178
$44K 0.02%
560
179
$44K 0.02%
299
+287
180
$43K 0.02%
+7,775
181
$43K 0.02%
125
182
$42K 0.02%
500
183
$41K 0.02%
3,342
184
$41K 0.02%
2,733
-855
185
$41K 0.02%
634
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186
$40K 0.02%
720
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187
$39K 0.02%
+340
188
$39K 0.02%
1,024
-86
189
$38K 0.02%
3,050
-4,470
190
$36K 0.02%
841
-1,035
191
$36K 0.02%
2,000
192
$36K 0.02%
+145
193
$36K 0.02%
1,362
194
$35K 0.01%
+280
195
$35K 0.01%
4,140
196
$34K 0.01%
1,695
-2,570
197
$33K 0.01%
1,440
-4,000
198
$33K 0.01%
+1,150
199
$32K 0.01%
350
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200
$32K 0.01%
+215
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