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
$460M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$8.19M
3
+$6.74M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$6.66M
5
CAT icon
Caterpillar
CAT
+$6.27M

Top Sells

1
+$56.3M
2
+$17.9M
3
+$14.2M
4
LADR
Ladder Capital
LADR
+$8.52M
5
MDT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K ﹤0.01%
+130
377
$11K ﹤0.01%
500
378
$11K ﹤0.01%
345
+50
379
$11K ﹤0.01%
10,000
380
$11K ﹤0.01%
150
381
$11K ﹤0.01%
1,350
382
$10K ﹤0.01%
100
383
$10K ﹤0.01%
+456
384
$10K ﹤0.01%
1,234
385
$10K ﹤0.01%
500
386
$10K ﹤0.01%
1,413
387
$10K ﹤0.01%
100
388
$10K ﹤0.01%
550
-250
389
$10K ﹤0.01%
2,000
-3,000
390
$10K ﹤0.01%
1,150
+900
391
$10K ﹤0.01%
37
392
$10K ﹤0.01%
500
393
$10K ﹤0.01%
200
394
$9K ﹤0.01%
+486
395
$9K ﹤0.01%
638
396
$9K ﹤0.01%
560
397
$9K ﹤0.01%
+250
398
$9K ﹤0.01%
200
399
$8K ﹤0.01%
414
-38
400
$8K ﹤0.01%
100
14 15
16
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