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
$547M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$2.85M
3 +$2.3M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.31M
5
PYPL icon
PayPal
PYPL
+$1.2M

Sector Composition

1 Technology 16.93%
2 Financials 11.9%
3 Communication Services 11.1%
4 Healthcare 10.62%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$7K ﹤0.01%
2,000
302
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11,000
+400
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8
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$6K ﹤0.01%
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1,000
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$5K ﹤0.01%
16