EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$471M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.59M
3
+$2.23M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.97M
5
VZ icon
Verizon
VZ
+$1.96M

Top Sells

1
+$2.39M
2
+$1.98M
3
+$1.94M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.57M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.51M

Sector Composition

1 Technology 13.42%
2 Financials 12.19%
3 Communication Services 10.94%
4 Healthcare 10.58%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.01%
2,080
+640
227
$28K 0.01%
401
+9
228
$27K 0.01%
209
-209
229
$27K 0.01%
637
+37
230
$26K 0.01%
6,000
231
$26K 0.01%
+500
232
$26K 0.01%
80
233
$26K 0.01%
1,000
234
$26K 0.01%
72
+52
235
$25K 0.01%
709
236
$25K 0.01%
+366
237
$25K 0.01%
1,050
238
$25K 0.01%
67
+26
239
$24K 0.01%
331
+51
240
$24K 0.01%
+900
241
$24K 0.01%
465
242
$24K 0.01%
165
-1,000
243
$24K 0.01%
750
244
$24K 0.01%
400
245
$24K 0.01%
1,500
246
$23K ﹤0.01%
500
-25
247
$23K ﹤0.01%
900
248
$23K ﹤0.01%
57
249
$23K ﹤0.01%
+100
250
$22K ﹤0.01%
+37
8 9
10
11 12