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
$216M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$7.08M
3
+$6.78M
4
KBR icon
KBR
KBR
+$5.02M
5
MRK icon
Merck
MRK
+$2.74M

Top Sells

1
+$7.77M
2
+$3.67M
3
+$1.25M
4
NOW icon
ServiceNow
NOW
+$1.04M
5
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$680K

Sector Composition

1 Energy 20.5%
2 Industrials 20.17%
3 Technology 12.76%
4 Healthcare 10.55%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$26K 0.01%
300
202
$26K 0.01%
753
+375
203
$26K 0.01%
2,549
204
$26K 0.01%
+1,025
205
$26K 0.01%
1,500
206
$25K 0.01%
300
207
$25K 0.01%
551
+175
208
$25K 0.01%
2,800
209
$24K 0.01%
400
210
$24K 0.01%
+1,000
211
$24K 0.01%
275
212
$23K 0.01%
5,835
-14,465
213
$22K 0.01%
463
214
$22K 0.01%
2,600
215
$22K 0.01%
864
216
$21K 0.01%
25
217
$21K 0.01%
465
218
$20K 0.01%
782
219
$20K 0.01%
+1,688
220
$20K 0.01%
416
221
$20K 0.01%
275
222
$20K 0.01%
229
223
$20K 0.01%
3,000
224
$19K 0.01%
450
225
$19K 0.01%
400
7 8
9
10 11