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
26
$7.24M 1.37%
105,584
-649
27
$7.09M 1.35%
37,877
+26,662
28
$6.95M 1.32%
36,222
-844
29
$6.6M 1.25%
310,216
+306,116
30
$6.02M 1.14%
265,475
+5,760
31
$5.57M 1.06%
46,538
+4,504
32
$4.81M 0.91%
107,656
+6,015
33
$4.79M 0.91%
25,964
+20,763
34
$4.38M 0.83%
93,983
-40,255
35
$4.35M 0.83%
90,000
-10,000
36
$3.83M 0.73%
36,107
-186
37
$3.79M 0.72%
41,330
+29,090
38
$3.76M 0.71%
266,259
-12,340
39
$3.63M 0.69%
55,806
+633
40
$3.63M 0.69%
28,657
-25,545
41
$3.45M 0.65%
145,220
+1,078
42
$3.4M 0.64%
14,968
+5,739
43
$3.09M 0.59%
132,354
-22,898
44
$2.51M 0.48%
30,150
-10
45
$2.23M 0.42%
154,671
+64,494
46
$2.2M 0.42%
35,724
+1,789
47
$2.2M 0.42%
89,081
+8,229
48
$1.97M 0.37%
108,183
-3,250
49
$1.86M 0.35%
70,930
-8,750
50
$1.79M 0.34%
+52,725
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