EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+4.56%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$471M
AUM Growth
+$30.2M
(+6.9%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
44.27%
Holding
461
New
79
Increased
93
Reduced
66
Closed
25
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$5.31M |
| 2 |
Walmart
WMT
|
$2.53M |
| 3 |
PPG Industries
PPG
|
$2.33M |
| 4 |
Verizon
VZ
|
$2.02M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$1.96M |
Top Sells
| 1 |
Novavax
NVAX
|
$2.18M |
| 2 |
Public Service Enterprise Group
PEG
|
$2.03M |
| 3 |
American Electric Power
AEP
|
$1.98M |
| 4 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$1.57M |
| 5 |
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% |
