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
301
$30K 0.01%
+1,700
302
$30K 0.01%
516
303
$30K 0.01%
796
+330
304
$29K 0.01%
1,383
305
$29K 0.01%
444
306
$29K 0.01%
200
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307
$29K 0.01%
3,000
308
$28K 0.01%
1,350
+800
309
$28K 0.01%
813
+578
310
$28K 0.01%
146
311
$27K 0.01%
104
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312
$27K 0.01%
91
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313
$27K 0.01%
465
314
$27K 0.01%
5,000
315
$27K 0.01%
2,180
316
$26K ﹤0.01%
+1,000
317
$26K ﹤0.01%
839
318
$25K ﹤0.01%
2,000
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319
$25K ﹤0.01%
300
320
$25K ﹤0.01%
1,000
321
$25K ﹤0.01%
3,215
322
$24K ﹤0.01%
1,000
323
$24K ﹤0.01%
+1,461
324
$24K ﹤0.01%
500
325
$24K ﹤0.01%
1,050
11 12
13
14 15