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
$547M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$2.85M
3
+$2.3M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.31M
5
PYPL icon
PayPal
PYPL
+$1.2M

Top Sells

1
+$8.45M
2
+$3.36M
3
+$2.15M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.95M
5
EPD icon
Enterprise Products Partners
EPD
+$1.81M

Sector Composition

1 Technology 16.93%
2 Financials 11.9%
3 Communication Services 11.1%
4 Healthcare 10.62%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
23
402
$2K ﹤0.01%
19
403
$2K ﹤0.01%
58
404
$2K ﹤0.01%
12
405
$2K ﹤0.01%
20
406
$2K ﹤0.01%
8
407
$2K ﹤0.01%
30
408
$2K ﹤0.01%
16
409
$2K ﹤0.01%
14
410
$2K ﹤0.01%
7
411
$2K ﹤0.01%
25
412
$2K ﹤0.01%
21
413
$2K ﹤0.01%
45
414
$2K ﹤0.01%
16
415
$2K ﹤0.01%
28
416
$2K ﹤0.01%
35
417
$2K ﹤0.01%
37
418
$2K ﹤0.01%
15
419
$2K ﹤0.01%
55
420
$2K ﹤0.01%
41
421
$2K ﹤0.01%
32
422
$2K ﹤0.01%
75
423
$2K ﹤0.01%
15
424
$2K ﹤0.01%
199
425
$2K ﹤0.01%
60
15 16
17
18 19