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
$460M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1 +$26.9M
2 +$8.19M
3 +$6.74M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$6.66M
5
CAT icon
Caterpillar
CAT
+$6.27M

Top Sells

1 +$56.3M
2 +$17.9M
3 +$14.2M
4
LADR
Ladder Capital
LADR
+$8.52M
5
MDT icon
Medtronic
MDT
+$7.65M

Sector Composition

1 Technology 17.7%
2 Healthcare 11.79%
3 Communication Services 9.55%
4 Financials 9.29%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.74M 1.46%
+106,233
27
$6.27M 1.36%
54,202
+54,184
28
$6.09M 1.32%
61,520
-66,340
29
$5.33M 1.16%
134,238
+14,672
30
$5.28M 1.15%
+138,530
31
$5.07M 1.1%
259,715
+59,736
32
$4.97M 1.08%
278,037
-2,508
33
$4.64M 1.01%
42,034
+4,983
34
$4.55M 0.99%
33,935
+1,229
35
$4.52M 0.98%
+101,641
36
$3.79M 0.82%
155,252
-207,812
37
$3.65M 0.79%
278,599
-1,367,231
38
$3.25M 0.71%
55,173
-14,432
39
$3.2M 0.69%
+144,324
40
$3.13M 0.68%
144,142
+13,008
41
$3.04M 0.66%
+36,293
42
$2.72M 0.59%
+100,000
43
$2.51M 0.54%
+184,155
44
$2.47M 0.54%
32,043
-4,337
45
$2.12M 0.46%
38,874
+32
46
$2.01M 0.44%
+79,680
47
$1.65M 0.36%
+11,215
48
$1.56M 0.34%
+6,016
49
$1.56M 0.34%
9,229
+3,569
50
$1.55M 0.34%
+12,905