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
$547M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.8M
3
+$2.54M
4
PYPL icon
PayPal
PYPL
+$1.37M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.32M

Top Sells

1
+$8.45M
2
+$3.32M
3
+$2.16M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.95M
5
EPD icon
Enterprise Products Partners
EPD
+$1.85M

Sector Composition

1 Technology 16.93%
2 Financials 11.9%
3 Communication Services 11.1%
4 Healthcare 10.62%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K ﹤0.01%
765
-300
227
$26K ﹤0.01%
1,000
228
$25K ﹤0.01%
423
-413
229
$25K ﹤0.01%
400
230
$25K ﹤0.01%
1,500
231
$24K ﹤0.01%
2,575
+33
232
$24K ﹤0.01%
6,000
233
$24K ﹤0.01%
+1,491
234
$24K ﹤0.01%
900
235
$24K ﹤0.01%
129
+1
236
$23K ﹤0.01%
191
-1
237
$23K ﹤0.01%
155
238
$23K ﹤0.01%
650
239
$23K ﹤0.01%
319
240
$22K ﹤0.01%
47
241
$22K ﹤0.01%
1,050
242
$22K ﹤0.01%
638
243
$21K ﹤0.01%
5,000
244
$21K ﹤0.01%
254
245
$21K ﹤0.01%
129
246
$21K ﹤0.01%
440
-25
247
$21K ﹤0.01%
1,176
248
$20K ﹤0.01%
800
249
$20K ﹤0.01%
295
250
$20K ﹤0.01%
2,499
8 9
10
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