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
$527M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.47M
3
+$6.72M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.99M

Top Sells

1
+$8.79M
2
+$8.29M
3
+$7.55M
4
RTX icon
RTX Corp
RTX
+$6.99M
5
XOM icon
Exxon Mobil
XOM
+$6M

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%
1,575
352
$20K ﹤0.01%
600
353
$20K ﹤0.01%
416
+240
354
$20K ﹤0.01%
650
+150
355
$19K ﹤0.01%
1,177
356
$19K ﹤0.01%
200
357
$19K ﹤0.01%
40
358
$19K ﹤0.01%
400
359
$19K ﹤0.01%
76
-1,150
360
$19K ﹤0.01%
+250
361
$18K ﹤0.01%
+265
362
$18K ﹤0.01%
3,000
363
$18K ﹤0.01%
130
364
$17K ﹤0.01%
336
+126
365
$17K ﹤0.01%
3,000
366
$17K ﹤0.01%
100
367
$17K ﹤0.01%
1,000
368
$17K ﹤0.01%
+165
369
$17K ﹤0.01%
325
370
$17K ﹤0.01%
1,047
371
$17K ﹤0.01%
+300
372
$16K ﹤0.01%
525
373
$16K ﹤0.01%
200
374
$16K ﹤0.01%
200
375
$16K ﹤0.01%
+1,000
13 14
15
16 17