EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
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
+$5.31M
2
+$2.53M
3
+$2.33M
4
VZ icon
Verizon
VZ
+$2.02M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.96M

Top Sells

1
+$2.18M
2
+$2.03M
3
+$1.98M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.57M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.52M

Sector Composition

1 Technology 13.43%
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
276
$17K ﹤0.01%
267
277
$16K ﹤0.01%
300
278
$16K ﹤0.01%
100
279
$16K ﹤0.01%
525
280
$16K ﹤0.01%
336
281
$15K ﹤0.01%
319
282
$14K ﹤0.01%
800
283
$14K ﹤0.01%
100
284
$14K ﹤0.01%
692
285
$14K ﹤0.01%
1,234
286
$13K ﹤0.01%
40
287
$13K ﹤0.01%
+180
288
$12K ﹤0.01%
+100
289
$12K ﹤0.01%
62
+32
290
$12K ﹤0.01%
267
291
$11K ﹤0.01%
1,019
292
$11K ﹤0.01%
80
293
$10K ﹤0.01%
370
294
$10K ﹤0.01%
180
295
$10K ﹤0.01%
220
296
$10K ﹤0.01%
+300
297
$10K ﹤0.01%
140
298
$10K ﹤0.01%
120
299
$9K ﹤0.01%
+86
300
$9K ﹤0.01%
+25
10 11
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