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
201
$39K 0.01%
206
202
$39K 0.01%
340
+285
203
$39K 0.01%
4,800
204
$38K 0.01%
10,017
205
$37K 0.01%
2,000
206
$36K 0.01%
355
207
$36K 0.01%
4,410
208
$36K 0.01%
439
-325
209
$34K 0.01%
413
210
$34K 0.01%
784
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211
$33K 0.01%
200
-25
212
$33K 0.01%
2,000
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213
$32K 0.01%
548
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214
$30K 0.01%
500
215
$29K 0.01%
3,800
-8,500
216
$28K 0.01%
+1,000
217
$27K 0.01%
+4,225
218
$27K 0.01%
665
219
$26K 0.01%
85
220
$26K 0.01%
2,800
221
$25K 0.01%
2,449
222
$25K 0.01%
905
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223
$23K 0.01%
2,000
224
$23K 0.01%
285
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225
$23K 0.01%
465
7 8
9
10 11