EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
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
+$5.24M
2
+$2.59M
3
+$2.23M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.97M
5
VZ icon
Verizon
VZ
+$1.96M

Top Sells

1
+$2.39M
2
+$1.98M
3
+$1.94M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.57M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.51M

Sector Composition

1 Technology 13.42%
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
$22K ﹤0.01%
70
252
$22K ﹤0.01%
5,000
253
$22K ﹤0.01%
2,500
-500
254
$22K ﹤0.01%
+1,117
255
$21K ﹤0.01%
+1,176
256
$21K ﹤0.01%
638
257
$21K ﹤0.01%
400
258
$21K ﹤0.01%
+150
259
$20K ﹤0.01%
250
260
$20K ﹤0.01%
3,000
261
$20K ﹤0.01%
75
-200
262
$19K ﹤0.01%
800
263
$19K ﹤0.01%
522
264
$19K ﹤0.01%
47
265
$19K ﹤0.01%
+3,333
266
$19K ﹤0.01%
+150
267
$18K ﹤0.01%
300
268
$18K ﹤0.01%
820
269
$18K ﹤0.01%
290
270
$18K ﹤0.01%
40
+10
271
$18K ﹤0.01%
254
272
$17K ﹤0.01%
267
273
$17K ﹤0.01%
23
274
$16K ﹤0.01%
336
275
$16K ﹤0.01%
525
9 10
11
12 13