EWM

Edge Wealth Management Portfolio holdings

AUM $585M
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
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
+$7.64M
2
+$7.12M
3
+$6.61M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.49M

Top Sells

1
+$7.98M
2
+$7.52M
3
+$6.99M
4
DOCU
DocuSign
DOCU
+$6.43M
5
XOM icon
Exxon Mobil
XOM
+$6.03M

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%
2,950
227
$72K 0.01%
3,600
228
$72K 0.01%
3,200
+1,000
229
$71K 0.01%
1,352
230
$69K 0.01%
1,400
-500
231
$67K 0.01%
+1,463
232
$66K 0.01%
741
233
$66K 0.01%
2,809
234
$64K 0.01%
864
+200
235
$64K 0.01%
+4,500
236
$62K 0.01%
1,200
237
$62K 0.01%
2,800
238
$61K 0.01%
503
239
$61K 0.01%
615
240
$61K 0.01%
5,213
241
$60K 0.01%
746
+62
242
$59K 0.01%
1,948
+20
243
$59K 0.01%
+5,000
244
$58K 0.01%
4,580
245
$58K 0.01%
65,000
+16,510
246
$58K 0.01%
+4,530
247
$57K 0.01%
2,133
+1,500
248
$57K 0.01%
1,040
-262
249
$56K 0.01%
4,330
-641,277
250
$55K 0.01%
2,375
+2,205
8 9
10
11 12