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
$527M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.47M
3
+$6.72M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.99M

Top Sells

1
+$8.79M
2
+$8.29M
3
+$7.55M
4
RTX icon
RTX Corp
RTX
+$6.99M
5
XOM icon
Exxon Mobil
XOM
+$6M

Sector Composition

1 Technology 19.18%
2 Healthcare 10.47%
3 Financials 9.62%
4 Communication Services 8.89%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$73K 0.01%
2,000
227
$73K 0.01%
2,950
228
$72K 0.01%
3,600
229
$72K 0.01%
3,200
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230
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231
$69K 0.01%
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232
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233
$66K 0.01%
741
234
$66K 0.01%
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235
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864
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236
$64K 0.01%
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237
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1,200
238
$62K 0.01%
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239
$61K 0.01%
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240
$61K 0.01%
615
241
$61K 0.01%
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242
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746
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243
$59K 0.01%
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244
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245
$58K 0.01%
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246
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65,000
+16,510
247
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248
$57K 0.01%
2,133
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249
$57K 0.01%
1,040
-262
250
$56K 0.01%
4,330
-641,277
8 9
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