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
$164M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$4.62M
3
+$2.2M
4
ETN icon
Eaton
ETN
+$1.68M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.25M

Top Sells

1
+$6.98M
2
+$4.8M
3
+$3.55M
4
GG
Goldcorp Inc
GG
+$425K
5
EMR icon
Emerson Electric
EMR
+$345K

Sector Composition

1 Industrials 21.46%
2 Healthcare 16.68%
3 Technology 14.93%
4 Energy 14.39%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19K 0.01%
864
202
$19K 0.01%
221
+21
203
$18K 0.01%
850
+3
204
$18K 0.01%
+275
205
$18K 0.01%
400
206
$17K 0.01%
832
207
$17K 0.01%
450
208
$16K 0.01%
670
209
$16K 0.01%
376
210
$15K 0.01%
304
-18
211
$15K 0.01%
364
212
$15K 0.01%
378
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213
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100
214
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800
215
$14K 0.01%
+352
216
$13K 0.01%
580
217
$13K 0.01%
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218
$13K 0.01%
319
219
$13K 0.01%
2,000
-2,000
220
$13K 0.01%
962
221
$12K 0.01%
229
222
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223
$12K 0.01%
22
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224
$12K 0.01%
263
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225
$12K 0.01%
+1,000
7 8
9
10 11