EWM

Edge Wealth Management Portfolio holdings

AUM $585M
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$7.12M
3
+$6.61M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.49M

Top Sells

1
+$7.98M
2
+$7.52M
3
+$6.99M
4
DOCU
DocuSign
DOCU
+$6.43M
5
XOM icon
Exxon Mobil
XOM
+$6.03M

Sector Composition

1 Technology 19.18%
2 Healthcare 10.47%
3 Financials 9.62%
4 Communication Services 8.89%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K ﹤0.01%
600
352
$20K ﹤0.01%
416
+240
353
$20K ﹤0.01%
650
+150
354
$19K ﹤0.01%
1,177
355
$19K ﹤0.01%
+250
356
$19K ﹤0.01%
200
357
$19K ﹤0.01%
40
358
$19K ﹤0.01%
400
359
$19K ﹤0.01%
76
-1,150
360
$18K ﹤0.01%
+265
361
$18K ﹤0.01%
3,000
362
$18K ﹤0.01%
130
363
$17K ﹤0.01%
336
+126
364
$17K ﹤0.01%
3,000
365
$17K ﹤0.01%
100
366
$17K ﹤0.01%
1,000
367
$17K ﹤0.01%
+165
368
$17K ﹤0.01%
325
369
$17K ﹤0.01%
1,047
370
$17K ﹤0.01%
+300
371
$16K ﹤0.01%
525
372
$16K ﹤0.01%
200
373
$16K ﹤0.01%
200
374
$16K ﹤0.01%
+1,000
375
$16K ﹤0.01%
400
13 14
15
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