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
$471M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.59M
3
+$2.23M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.97M
5
VZ icon
Verizon
VZ
+$1.96M

Top Sells

1
+$2.39M
2
+$1.98M
3
+$1.94M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.57M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.51M

Sector Composition

1 Technology 13.42%
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
351
$3K ﹤0.01%
175
352
$3K ﹤0.01%
125
-25
353
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64
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+12
355
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550
-450
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60
357
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75
-25
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28
359
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216
360
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361
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40
362
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+16
363
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+33
364
$2K ﹤0.01%
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+1
365
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92
+2
366
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+20
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5
370
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22
371
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+300
372
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200
373
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20
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45
375
$2K ﹤0.01%
+9
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