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
451
$10K ﹤0.01%
+200
452
$10K ﹤0.01%
150
453
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136
454
$9K ﹤0.01%
+1,000
455
$9K ﹤0.01%
+200
456
$9K ﹤0.01%
+1,000
457
$9K ﹤0.01%
100
458
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250
459
$9K ﹤0.01%
2,000
460
$9K ﹤0.01%
577
-1,283
461
$9K ﹤0.01%
473
462
$9K ﹤0.01%
675
463
$9K ﹤0.01%
4,000
464
$8K ﹤0.01%
200
465
$8K ﹤0.01%
300
466
$8K ﹤0.01%
500
467
$8K ﹤0.01%
100
468
$8K ﹤0.01%
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$8K ﹤0.01%
500
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$8K ﹤0.01%
745
471
$8K ﹤0.01%
320
472
$8K ﹤0.01%
+115
473
$8K ﹤0.01%
500
474
$8K ﹤0.01%
1,000
475
$8K ﹤0.01%
819
17 18
19
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