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
326
$5K ﹤0.01%
240
327
$5K ﹤0.01%
200
328
$5K ﹤0.01%
116
329
$5K ﹤0.01%
+25
330
$5K ﹤0.01%
101
+100
331
$4K ﹤0.01%
56
332
$4K ﹤0.01%
60
333
$4K ﹤0.01%
+13
334
$4K ﹤0.01%
60
335
$4K ﹤0.01%
70
336
$4K ﹤0.01%
+12
337
$4K ﹤0.01%
+17
338
$4K ﹤0.01%
+22
339
$4K ﹤0.01%
+41
340
$4K ﹤0.01%
40
-10
341
$4K ﹤0.01%
233
342
$4K ﹤0.01%
50
343
$4K ﹤0.01%
+8
344
$4K ﹤0.01%
41
345
$4K ﹤0.01%
2,500
346
$3K ﹤0.01%
167
-83
347
$3K ﹤0.01%
+16
348
$3K ﹤0.01%
+4
349
$3K ﹤0.01%
+33
350
$3K ﹤0.01%
64
12 13
14
15 16