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
251
$20K ﹤0.01%
800
252
$20K ﹤0.01%
2,499
253
$20K ﹤0.01%
295
254
$20K ﹤0.01%
500
255
$19K ﹤0.01%
5,000
256
$19K ﹤0.01%
100
257
$19K ﹤0.01%
1,500
258
$19K ﹤0.01%
994
+174
259
$19K ﹤0.01%
3,000
260
$18K ﹤0.01%
75
261
$18K ﹤0.01%
74
+50
262
$17K ﹤0.01%
62
263
$17K ﹤0.01%
300
264
$17K ﹤0.01%
146
+1
265
$17K ﹤0.01%
150
266
$16K ﹤0.01%
100
267
$16K ﹤0.01%
200
-20
268
$15K ﹤0.01%
1,234
269
$15K ﹤0.01%
18,875
270
$14K ﹤0.01%
692
271
$14K ﹤0.01%
60
272
$14K ﹤0.01%
800
273
$13K ﹤0.01%
148
274
$13K ﹤0.01%
267
275
$13K ﹤0.01%
3,333
9 10
11
12 13