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
326
$5K ﹤0.01%
240
327
$5K ﹤0.01%
200
328
$5K ﹤0.01%
116
329
$5K ﹤0.01%
+25
330
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101
+100
331
$5K ﹤0.01%
+35
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$5K ﹤0.01%
195
333
$5K ﹤0.01%
1
334
$4K ﹤0.01%
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$4K ﹤0.01%
+12
336
$4K ﹤0.01%
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337
$4K ﹤0.01%
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338
$4K ﹤0.01%
+13
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$4K ﹤0.01%
60
340
$4K ﹤0.01%
70
341
$4K ﹤0.01%
+17
342
$4K ﹤0.01%
+22
343
$4K ﹤0.01%
+41
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40
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345
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346
$4K ﹤0.01%
50
347
$4K ﹤0.01%
41
348
$4K ﹤0.01%
2,500
349
$3K ﹤0.01%
+11
350
$3K ﹤0.01%
+19
12 13
14
15 16