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
$440M
AUM Growth
+$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$2.2M
3
+$1.74M
4
AEP icon
American Electric Power
AEP
+$1.65M
5
KO icon
Coca-Cola
KO
+$1.5M

Top Sells

1
+$7.01M
2
+$6.28M
3
+$6.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.51M
5
AMZN icon
Amazon
AMZN
+$2.51M

Sector Composition

1 Technology 14.19%
2 Healthcare 11.71%
3 Financials 11.56%
4 Communication Services 10.42%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$35K 0.01%
826
202
$34K 0.01%
6,000
203
$34K 0.01%
465
204
$33K 0.01%
1,177
205
$33K 0.01%
1,000
206
$33K 0.01%
+288
207
$33K 0.01%
146
208
$30K 0.01%
796
209
$29K 0.01%
1,000
210
$29K 0.01%
1,000
211
$29K 0.01%
2,135
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212
$29K 0.01%
1,085
213
$29K 0.01%
5,000
214
$27K 0.01%
8,000
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215
$27K 0.01%
560
216
$26K 0.01%
+145
217
$25K 0.01%
50
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218
$25K 0.01%
400
219
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220
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221
$25K 0.01%
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222
$24K 0.01%
709
223
$24K 0.01%
80
224
$24K 0.01%
392
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225
$24K 0.01%
70
-65
7 8
9
10 11