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
$527M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.47M
3
+$6.72M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.99M

Top Sells

1
+$8.79M
2
+$8.29M
3
+$7.55M
4
RTX icon
RTX Corp
RTX
+$6.99M
5
XOM icon
Exxon Mobil
XOM
+$6M

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
326
$24K ﹤0.01%
1,333
327
$23K ﹤0.01%
+5,000
328
$23K ﹤0.01%
1,565
-3,000
329
$23K ﹤0.01%
1,500
330
$23K ﹤0.01%
500
331
$23K ﹤0.01%
2,950
332
$22K ﹤0.01%
50
333
$22K ﹤0.01%
500
334
$22K ﹤0.01%
+500
335
$22K ﹤0.01%
1,300
+800
336
$22K ﹤0.01%
896
337
$21K ﹤0.01%
709
338
$21K ﹤0.01%
80
339
$21K ﹤0.01%
7,072
340
$21K ﹤0.01%
+241
341
$21K ﹤0.01%
400
342
$21K ﹤0.01%
+230
343
$21K ﹤0.01%
1,272
344
$21K ﹤0.01%
1,150
-2,000
345
$21K ﹤0.01%
560
346
$20K ﹤0.01%
320
347
$20K ﹤0.01%
270
348
$20K ﹤0.01%
200
349
$20K ﹤0.01%
250
350
$20K ﹤0.01%
+1,050
12 13
14
15 16