EWM

Edge Wealth Management Portfolio holdings

AUM $585M
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
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
+$14.5M
2
+$2.8M
3
+$2.54M
4
PYPL icon
PayPal
PYPL
+$1.37M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.32M

Top Sells

1
+$8.45M
2
+$3.32M
3
+$2.16M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.95M
5
EPD icon
Enterprise Products Partners
EPD
+$1.85M

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%
300
252
$20K ﹤0.01%
500
253
$19K ﹤0.01%
3,000
254
$19K ﹤0.01%
994
+174
255
$19K ﹤0.01%
1,500
256
$19K ﹤0.01%
100
257
$19K ﹤0.01%
5,000
258
$18K ﹤0.01%
75
259
$18K ﹤0.01%
74
+50
260
$17K ﹤0.01%
62
261
$17K ﹤0.01%
300
262
$17K ﹤0.01%
146
+1
263
$17K ﹤0.01%
150
264
$16K ﹤0.01%
100
265
$16K ﹤0.01%
200
-20
266
$15K ﹤0.01%
1,234
267
$15K ﹤0.01%
18,875
268
$14K ﹤0.01%
692
269
$14K ﹤0.01%
60
270
$14K ﹤0.01%
800
271
$13K ﹤0.01%
148
272
$13K ﹤0.01%
267
273
$13K ﹤0.01%
3,333
274
$13K ﹤0.01%
70
275
$13K ﹤0.01%
350
9 10
11
12 13