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
$471M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$2.53M
3
+$2.33M
4
VZ icon
Verizon
VZ
+$2.02M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.96M

Top Sells

1
+$2.18M
2
+$2.03M
3
+$1.98M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.57M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.52M

Sector Composition

1 Technology 13.43%
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
$29K 0.01%
300
-3,997
227
$28K 0.01%
400
228
$28K 0.01%
2,080
+640
229
$28K 0.01%
401
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230
$27K 0.01%
209
-209
231
$27K 0.01%
637
+37
232
$26K 0.01%
6,000
233
$26K 0.01%
+500
234
$26K 0.01%
80
235
$26K 0.01%
1,000
236
$26K 0.01%
72
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237
$25K 0.01%
709
238
$25K 0.01%
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239
$25K 0.01%
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240
$25K 0.01%
67
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241
$24K 0.01%
331
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242
$24K 0.01%
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243
$24K 0.01%
465
244
$24K 0.01%
165
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245
$24K 0.01%
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246
$24K 0.01%
400
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$24K 0.01%
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248
$23K ﹤0.01%
500
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249
$23K ﹤0.01%
900
250
$23K ﹤0.01%
57
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10
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