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
$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
301
$9K ﹤0.01%
+86
302
$8K ﹤0.01%
+45
303
$8K ﹤0.01%
2,000
304
$8K ﹤0.01%
62
+10
305
$8K ﹤0.01%
30
306
$7K ﹤0.01%
+150
307
$7K ﹤0.01%
274
308
$7K ﹤0.01%
233
309
$7K ﹤0.01%
+130
310
$7K ﹤0.01%
60
-50
311
$7K ﹤0.01%
250
312
$7K ﹤0.01%
+39
313
$7K ﹤0.01%
54
314
$7K ﹤0.01%
1,000
315
$6K ﹤0.01%
+46
316
$6K ﹤0.01%
1,000
317
$6K ﹤0.01%
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318
$6K ﹤0.01%
95
319
$6K ﹤0.01%
55
320
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321
$6K ﹤0.01%
52
322
$6K ﹤0.01%
327
323
$6K ﹤0.01%
25
324
$6K ﹤0.01%
3,000
325
$5K ﹤0.01%
240
11 12
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