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
$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
401
$1K ﹤0.01%
199
402
$1K ﹤0.01%
1
403
$1K ﹤0.01%
+1
404
$1K ﹤0.01%
14
405
$1K ﹤0.01%
1
406
$1K ﹤0.01%
4
407
$1K ﹤0.01%
17
408
$1K ﹤0.01%
23
409
$1K ﹤0.01%
14
410
$1K ﹤0.01%
3
411
– –
0
412
$1K ﹤0.01%
5
413
$1K ﹤0.01%
1
414
$1K ﹤0.01%
320
415
$1K ﹤0.01%
25
416
$1K ﹤0.01%
180
417
$1K ﹤0.01%
25,000
418
– –
-23,880
419
– –
-500
420
– –
-8,000
421
– –
-1,500
422
– –
-1,016
423
– –
-5
424
– –
-30
425
– –
-1,000
14 15 16
17
18