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
$471M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.59M
3
+$2.23M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.97M
5
VZ icon
Verizon
VZ
+$1.96M

Top Sells

1
+$2.39M
2
+$1.98M
3
+$1.94M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.57M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.51M

Sector Composition

1 Technology 13.42%
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
$16K ﹤0.01%
100
277
$16K ﹤0.01%
300
278
$15K ﹤0.01%
319
279
$14K ﹤0.01%
1,234
280
$14K ﹤0.01%
692
281
$14K ﹤0.01%
100
282
$14K ﹤0.01%
800
283
$13K ﹤0.01%
+180
284
$13K ﹤0.01%
40
285
$12K ﹤0.01%
267
286
$12K ﹤0.01%
62
+32
287
$12K ﹤0.01%
+100
288
$11K ﹤0.01%
80
289
$11K ﹤0.01%
1,019
290
$10K ﹤0.01%
120
291
$10K ﹤0.01%
140
292
$10K ﹤0.01%
+300
293
$10K ﹤0.01%
220
294
$10K ﹤0.01%
180
295
$10K ﹤0.01%
370
296
$9K ﹤0.01%
+66
297
$9K ﹤0.01%
120
298
$9K ﹤0.01%
+25
299
$9K ﹤0.01%
+86
300
$8K ﹤0.01%
+45
10 11
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