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
$527M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.47M
3
+$6.72M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.99M

Top Sells

1
+$8.79M
2
+$8.29M
3
+$7.55M
4
RTX icon
RTX Corp
RTX
+$6.99M
5
XOM icon
Exxon Mobil
XOM
+$6M

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%
420
402
$14K ﹤0.01%
1,150
403
$14K ﹤0.01%
161
-521
404
$14K ﹤0.01%
100
405
$13K ﹤0.01%
670
406
$13K ﹤0.01%
+100
407
$13K ﹤0.01%
+42
408
$13K ﹤0.01%
345
409
$13K ﹤0.01%
1,000
-3,000
410
$13K ﹤0.01%
400
411
$13K ﹤0.01%
184
-999
412
$13K ﹤0.01%
10,000
413
$13K ﹤0.01%
+74
414
$13K ﹤0.01%
37
415
$13K ﹤0.01%
300
416
$13K ﹤0.01%
332
-365
417
$13K ﹤0.01%
500
418
$13K ﹤0.01%
100
419
$13K ﹤0.01%
200
420
$12K ﹤0.01%
1,234
421
$12K ﹤0.01%
500
422
$12K ﹤0.01%
560
423
$12K ﹤0.01%
319
424
$12K ﹤0.01%
+400
425
$12K ﹤0.01%
65
+40
15 16
17
18 19