EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Quarter Est. Return
1 Year Est. Return
+19.01%
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
+$5.31M
2
+$2.53M
3
+$2.33M
4
VZ icon
Verizon
VZ
+$2.02M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.96M

Top Sells

1
+$2.18M
2
+$2.03M
3
+$1.98M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.57M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.52M

Sector Composition

1 Technology 13.43%
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%
+19
352
$3K ﹤0.01%
167
-83
353
$3K ﹤0.01%
+16
354
$3K ﹤0.01%
+4
355
$3K ﹤0.01%
175
356
$3K ﹤0.01%
125
-25
357
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64
358
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+12
359
$3K ﹤0.01%
550
-450
360
$3K ﹤0.01%
60
361
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75
-25
362
$3K ﹤0.01%
28
363
$3K ﹤0.01%
216
364
$3K ﹤0.01%
21
365
$3K ﹤0.01%
40
366
$3K ﹤0.01%
+33
367
$2K ﹤0.01%
20
368
$2K ﹤0.01%
45
369
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+9
370
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134
+1
371
$2K ﹤0.01%
92
+2
372
$2K ﹤0.01%
+20
373
$2K ﹤0.01%
+7
374
$2K ﹤0.01%
8
375
$2K ﹤0.01%
5
13 14
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16 17