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
$460M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$8.19M
3
+$6.74M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$6.66M
5
CAT icon
Caterpillar
CAT
+$6.27M

Top Sells

1
+$56.3M
2
+$17.9M
3
+$14.2M
4
LADR
Ladder Capital
LADR
+$8.52M
5
MDT icon
Medtronic
MDT
+$7.65M

Sector Composition

1 Technology 17.7%
2 Healthcare 11.79%
3 Communication Services 9.55%
4 Financials 9.29%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
534
352
$14K ﹤0.01%
319
353
$14K ﹤0.01%
1,047
354
$14K ﹤0.01%
750
355
$14K ﹤0.01%
2,250
+2,000
356
$13K ﹤0.01%
525
357
$13K ﹤0.01%
272
-5
358
$13K ﹤0.01%
3,000
359
$13K ﹤0.01%
200
360
$13K ﹤0.01%
522
361
$13K ﹤0.01%
465
362
$13K ﹤0.01%
420
363
$13K ﹤0.01%
1,250
-941
364
$13K ﹤0.01%
500
365
$12K ﹤0.01%
500
366
$12K ﹤0.01%
+150
367
$12K ﹤0.01%
612
368
$12K ﹤0.01%
250
369
$12K ﹤0.01%
210
-1,446
370
$12K ﹤0.01%
2,385
371
$12K ﹤0.01%
400
372
$12K ﹤0.01%
1,200
373
$11K ﹤0.01%
670
374
$11K ﹤0.01%
270
-147,799
375
$11K ﹤0.01%
400
13 14
15
16 17