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
426
$12K ﹤0.01%
124
+80
427
$11K ﹤0.01%
100
428
$11K ﹤0.01%
109
+89
429
$11K ﹤0.01%
400
430
$11K ﹤0.01%
267
431
$11K ﹤0.01%
500
432
$11K ﹤0.01%
1,413
433
$11K ﹤0.01%
100
434
$11K ﹤0.01%
100
-630
435
$11K ﹤0.01%
300
436
$11K ﹤0.01%
1,350
437
$11K ﹤0.01%
+200
438
$11K ﹤0.01%
190
-600
439
$11K ﹤0.01%
750
440
$11K ﹤0.01%
+220
441
$11K ﹤0.01%
1,350
442
$11K ﹤0.01%
1,500
443
$10K ﹤0.01%
+1,000
444
$10K ﹤0.01%
+200
445
$10K ﹤0.01%
490
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446
$10K ﹤0.01%
425
+11
447
$10K ﹤0.01%
+1,000
448
$10K ﹤0.01%
+78
449
$10K ﹤0.01%
785
450
$10K ﹤0.01%
50
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