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
$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%
200
327
$5K ﹤0.01%
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328
$5K ﹤0.01%
+25
329
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101
+100
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+35
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$5K ﹤0.01%
195
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1
333
$4K ﹤0.01%
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$4K ﹤0.01%
56
336
$4K ﹤0.01%
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337
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+13
338
$4K ﹤0.01%
60
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$4K ﹤0.01%
70
340
$4K ﹤0.01%
+17
341
$4K ﹤0.01%
+22
342
$4K ﹤0.01%
+41
343
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40
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345
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50
346
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41
347
$4K ﹤0.01%
2,500
348
$3K ﹤0.01%
+11
349
$3K ﹤0.01%
+19
350
$3K ﹤0.01%
+19
12 13
14
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