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
401
$14K ﹤0.01%
1,150
402
$14K ﹤0.01%
161
-521
403
$14K ﹤0.01%
100
404
$13K ﹤0.01%
670
405
$13K ﹤0.01%
10,000
406
$13K ﹤0.01%
+74
407
$13K ﹤0.01%
37
408
$13K ﹤0.01%
300
409
$13K ﹤0.01%
664
-730
410
$13K ﹤0.01%
500
411
$13K ﹤0.01%
100
412
$13K ﹤0.01%
200
413
$13K ﹤0.01%
+100
414
$13K ﹤0.01%
+42
415
$13K ﹤0.01%
345
416
$13K ﹤0.01%
1,000
-3,000
417
$13K ﹤0.01%
400
418
$13K ﹤0.01%
184
-999
419
$12K ﹤0.01%
1,234
420
$12K ﹤0.01%
500
421
$12K ﹤0.01%
560
422
$12K ﹤0.01%
319
423
$12K ﹤0.01%
+400
424
$12K ﹤0.01%
65
+40
425
$12K ﹤0.01%
124
+80
15 16
17
18 19