EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
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
+$7.64M
2
+$7.12M
3
+$6.61M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.49M

Top Sells

1
+$7.98M
2
+$7.52M
3
+$6.99M
4
DOCU
DocuSign
DOCU
+$6.43M
5
XOM icon
Exxon Mobil
XOM
+$6.03M

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%
+1,000
452
$10K ﹤0.01%
136
453
$9K ﹤0.01%
577
-1,283
454
$9K ﹤0.01%
675
455
$9K ﹤0.01%
+1,000
456
$9K ﹤0.01%
+200
457
$9K ﹤0.01%
+1,000
458
$9K ﹤0.01%
100
459
$9K ﹤0.01%
250
460
$9K ﹤0.01%
2,000
461
$9K ﹤0.01%
473
462
$9K ﹤0.01%
4,000
463
$8K ﹤0.01%
200
464
$8K ﹤0.01%
143
465
$8K ﹤0.01%
250
-1,000
466
$8K ﹤0.01%
1,250
-1,000
467
$8K ﹤0.01%
500
468
$8K ﹤0.01%
408
469
$8K ﹤0.01%
200
470
$8K ﹤0.01%
300
471
$8K ﹤0.01%
500
472
$8K ﹤0.01%
100
473
$8K ﹤0.01%
+100
474
$8K ﹤0.01%
500
475
$8K ﹤0.01%
745
17 18
19
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