EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
-14.12%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$460M
AUM Growth
-$39.7M
(-7.9%)
Cap. Flow
-$57.3M
Cap. Flow
% of AUM
-12.44%
Top 10 Holdings %
Top 10 Hldgs %
38.01%
Holding
706
New
112
Increased
113
Reduced
104
Closed
79
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$26.9M |
| 2 |
Verizon
VZ
|
$8.19M |
| 3 |
CERN
Cerner Corp
CERN
|
$6.74M |
| 4 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$6.66M |
| 5 |
Caterpillar
CAT
|
$6.27M |
Top Sells
| 1 |
Accenture
ACN
|
$56.3M |
| 2 |
Invesco Preferred ETF
PGX
|
$17.9M |
| 3 |
NovoCure
NVCR
|
$14.2M |
| 4 |
LADR
Ladder Capital
LADR
|
$8.52M |
| 5 |
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% |
