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
$527M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.47M
3
+$6.72M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.99M

Top Sells

1
+$8.79M
2
+$8.29M
3
+$7.55M
4
RTX icon
RTX Corp
RTX
+$6.99M
5
XOM icon
Exxon Mobil
XOM
+$6M

Sector Composition

1 Technology 19.18%
2 Healthcare 10.47%
3 Financials 9.62%
4 Communication Services 8.89%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$45K 0.01%
2,022
277
$45K 0.01%
3,000
-40
278
$45K 0.01%
1,884
279
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2,000
280
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281
$43K 0.01%
1,000
-35,385
282
$41K 0.01%
3,000
283
$41K 0.01%
3,000
284
$41K 0.01%
3,400
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285
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+2,000
286
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1,200
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287
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+1,134
288
$38K 0.01%
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289
$38K 0.01%
135
290
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2,500
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291
$35K 0.01%
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292
$34K 0.01%
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293
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294
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295
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275
296
$33K 0.01%
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297
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298
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1,035
+1,000
299
$32K 0.01%
12,000
+1,000
300
$31K 0.01%
1,255
-745
10 11
12
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