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
376
$16K ﹤0.01%
274
+238
377
$16K ﹤0.01%
2,385
378
$16K ﹤0.01%
500
379
$16K ﹤0.01%
975
+825
380
$16K ﹤0.01%
400
381
$16K ﹤0.01%
1,250
382
$16K ﹤0.01%
200
383
$16K ﹤0.01%
+2,000
384
$16K ﹤0.01%
200
385
$16K ﹤0.01%
1,000
-1,500
386
$16K ﹤0.01%
4,681
387
$15K ﹤0.01%
100
388
$15K ﹤0.01%
522
389
$15K ﹤0.01%
465
390
$15K ﹤0.01%
300
391
$15K ﹤0.01%
1,200
392
$15K ﹤0.01%
+200
393
$15K ﹤0.01%
500
394
$14K ﹤0.01%
638
395
$14K ﹤0.01%
600
-2,000
396
$14K ﹤0.01%
250
397
$14K ﹤0.01%
534
398
$14K ﹤0.01%
1,125
-810
399
$14K ﹤0.01%
465
+424
400
$14K ﹤0.01%
420
14 15
16
17 18