EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+1.98%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$451M
AUM Growth
+$44.9M
(+11%)
Cap. Flow
+$38.9M
Cap. Flow
% of AUM
8.63%
Top 10 Holdings %
Top 10 Hldgs %
36.25%
Holding
649
New
53
Increased
87
Reduced
92
Closed
54
Top Buys
| 1 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$18.9M |
| 2 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$11.6M |
| 3 |
AT&T
T
|
$7.27M |
| 4 |
DocuSign
DOCU
|
$5.66M |
| 5 |
iShares Biotechnology ETF
IBB
|
$5.3M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$11.6M |
| 2 |
Procter & Gamble
PG
|
$7.09M |
| 3 |
Tyson Foods
TSN
|
$4.12M |
| 4 |
Cisco
CSCO
|
$1.6M |
| 5 |
SPDR Gold Trust
GLD
|
$1.6M |
Sector Composition
| 1 | Technology | 15.18% |
| 2 | Healthcare | 10.66% |
| 3 | Communication Services | 9.5% |
| 4 | Financials | 8.5% |
| 5 | Energy | 7.07% |
