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