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
$330M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.18M
3
+$4.82M
4
SO icon
Southern Company
SO
+$4.08M
5
BP icon
BP
BP
+$3.33M

Top Sells

1
+$4.9M
2
+$3.94M
3
+$3.83M
4
ARI.PRA.CL
Apollo Commercial Real Estate
ARI.PRA.CL
+$3.51M
5
JNJ icon
Johnson & Johnson
JNJ
+$3M

Sector Composition

1 Technology 17.55%
2 Healthcare 15.59%
3 Industrials 11.75%
4 Communication Services 10.57%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$62K 0.02%
1,273
202
$60K 0.02%
635
203
$57K 0.02%
1,008
204
$57K 0.02%
2,000
205
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206
$56K 0.02%
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207
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208
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+10,000
209
$53K 0.02%
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-500
210
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211
$52K 0.02%
299
212
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213
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214
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215
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216
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770
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217
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218
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311
223
$45K 0.01%
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224
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2,000
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225
$44K 0.01%
450
7 8
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