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
251
$23K ﹤0.01%
+1,000
252
$22K ﹤0.01%
2,500
-500
253
$22K ﹤0.01%
+1,117
254
$22K ﹤0.01%
+37
255
$22K ﹤0.01%
70
256
$22K ﹤0.01%
5,000
257
$21K ﹤0.01%
+1,176
258
$21K ﹤0.01%
638
259
$21K ﹤0.01%
400
260
$21K ﹤0.01%
+150
261
$20K ﹤0.01%
250
262
$20K ﹤0.01%
3,000
263
$20K ﹤0.01%
75
-200
264
$19K ﹤0.01%
800
265
$19K ﹤0.01%
522
266
$19K ﹤0.01%
47
267
$19K ﹤0.01%
+3,333
268
$19K ﹤0.01%
+150
269
$18K ﹤0.01%
300
270
$18K ﹤0.01%
820
271
$18K ﹤0.01%
290
272
$18K ﹤0.01%
40
+10
273
$18K ﹤0.01%
254
274
$17K ﹤0.01%
267
275
$17K ﹤0.01%
23
9 10
11
12 13