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
301
$9K ﹤0.01%
120
302
$9K ﹤0.01%
+66
303
$8K ﹤0.01%
30
304
$8K ﹤0.01%
62
+10
305
$8K ﹤0.01%
2,000
306
$8K ﹤0.01%
+45
307
$7K ﹤0.01%
1,000
308
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54
309
$7K ﹤0.01%
+39
310
$7K ﹤0.01%
250
311
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60
-50
312
$7K ﹤0.01%
+130
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$7K ﹤0.01%
233
314
$7K ﹤0.01%
274
315
$7K ﹤0.01%
+150
316
$6K ﹤0.01%
+46
317
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318
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321
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323
$6K ﹤0.01%
327
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25
325
$6K ﹤0.01%
3,000
11 12
13
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