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

Top Buys

1
+$13.5M
2
+$2.85M
3
+$2.3M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.31M
5
PYPL icon
PayPal
PYPL
+$1.2M

Top Sells

1
+$8.45M
2
+$3.36M
3
+$2.15M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.95M
5
EPD icon
Enterprise Products Partners
EPD
+$1.81M

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
$27K ﹤0.01%
83
228
$27K ﹤0.01%
150
229
$26K ﹤0.01%
1,000
230
$25K ﹤0.01%
423
-413
231
$25K ﹤0.01%
400
232
$25K ﹤0.01%
1,500
233
$24K ﹤0.01%
2,575
+33
234
$24K ﹤0.01%
6,000
235
$24K ﹤0.01%
+1,491
236
$24K ﹤0.01%
900
237
$24K ﹤0.01%
129
+1
238
$23K ﹤0.01%
191
-1
239
$23K ﹤0.01%
155
240
$23K ﹤0.01%
650
241
$23K ﹤0.01%
319
242
$22K ﹤0.01%
638
243
$22K ﹤0.01%
1,050
244
$22K ﹤0.01%
47
245
$21K ﹤0.01%
440
-25
246
$21K ﹤0.01%
129
247
$21K ﹤0.01%
254
248
$21K ﹤0.01%
1,176
249
$21K ﹤0.01%
5,000
250
$20K ﹤0.01%
300
8 9
10
11 12