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

Top Buys

1
+$7.64M
2
+$7.12M
3
+$6.61M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.49M

Top Sells

1
+$7.98M
2
+$7.52M
3
+$6.99M
4
DOCU
DocuSign
DOCU
+$6.43M
5
XOM icon
Exxon Mobil
XOM
+$6.03M

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%
8,500
277
$45K 0.01%
+8,800
278
$45K 0.01%
7,500
279
$43K 0.01%
1,000
-35,385
280
$43K 0.01%
+48,500
281
$41K 0.01%
3,400
-4,200
282
$41K 0.01%
3,000
283
$41K 0.01%
3,000
284
$40K 0.01%
1,200
+1,000
285
$40K 0.01%
+2,000
286
$38K 0.01%
1,080
287
$38K 0.01%
1,008
288
$38K 0.01%
+1,134
289
$37K 0.01%
2,500
-1,500
290
$35K 0.01%
2,542
291
$34K 0.01%
275
292
$34K 0.01%
1,500
293
$34K 0.01%
1,009
-18
294
$34K 0.01%
6,000
295
$33K 0.01%
6,727
296
$32K 0.01%
12,000
+1,000
297
$32K 0.01%
1,035
+1,000
298
$32K 0.01%
826
299
$31K 0.01%
1,255
-745
300
$30K 0.01%
796
+330
10 11
12
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