EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Fund
S&P 500
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
+$5.24M
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
301
$8K ﹤0.01%
2,000
302
$8K ﹤0.01%
62
+10
303
$8K ﹤0.01%
30
304
$7K ﹤0.01%
+150
305
$7K ﹤0.01%
274
306
$7K ﹤0.01%
233
307
$7K ﹤0.01%
+130
308
$7K ﹤0.01%
60
-50
309
$7K ﹤0.01%
250
310
$7K ﹤0.01%
+39
311
$7K ﹤0.01%
54
312
$7K ﹤0.01%
1,000
313
$6K ﹤0.01%
+46
314
$6K ﹤0.01%
1,000
315
$6K ﹤0.01%
+15
316
$6K ﹤0.01%
95
317
$6K ﹤0.01%
55
318
$6K ﹤0.01%
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319
$6K ﹤0.01%
52
320
$6K ﹤0.01%
327
321
$6K ﹤0.01%
25
322
$6K ﹤0.01%
3,000
323
$5K ﹤0.01%
+35
324
$5K ﹤0.01%
195
325
$5K ﹤0.01%
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