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
$377M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$8.89M
3
+$8.57M
4
SO icon
Southern Company
SO
+$6.1M
5
AMLP icon
Alerian MLP ETF
AMLP
+$3.84M

Top Sells

1
+$6.3M
2
+$3.73M
3
+$2.68M
4
HAL icon
Halliburton
HAL
+$2.54M
5
AAPL icon
Apple
AAPL
+$1.88M

Sector Composition

1 Technology 17.51%
2 Healthcare 10.41%
3 Communication Services 9.81%
4 Financials 9.55%
5 Industrials 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$82K 0.02%
+300
177
$82K 0.02%
4,000
+3,000
178
$81K 0.02%
2,715
+75
179
$80K 0.02%
1,485
180
$78K 0.02%
1,245
181
$78K 0.02%
450
182
$77K 0.02%
3,800
-1,400
183
$77K 0.02%
1,273
184
$76K 0.02%
+1,298
185
$75K 0.02%
+1,500
186
$74K 0.02%
1,008
187
$73K 0.02%
290
+25
188
$73K 0.02%
1,055
-4,000
189
$73K 0.02%
3,486
190
$72K 0.02%
698
191
$71K 0.02%
759
192
$70K 0.02%
1,900
193
$69K 0.02%
500
194
$69K 0.02%
1,412
-257
195
$68K 0.02%
2,165
+2,130
196
$68K 0.02%
988
197
$67K 0.02%
2,170
198
$65K 0.02%
1,271
199
$64K 0.02%
600
200
$64K 0.02%
1,850
6 7
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