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
$471M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$2.53M
3
+$2.33M
4
VZ icon
Verizon
VZ
+$2.02M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.96M

Top Sells

1
+$2.18M
2
+$2.03M
3
+$1.98M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.57M
5
PGX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.86M 1.46%
314,929
-72,122
27
$6.75M 1.43%
112,114
-33,668
28
$5.58M 1.19%
24,910
+1,229
29
$5.1M 1.08%
43,139
+13,427
30
$4.24M 0.9%
82,063
+7,775
31
$4.01M 0.85%
185,235
-46,206
32
$3.84M 0.82%
49,690
+22,370
33
$3.62M 0.77%
90,000
34
$3.54M 0.75%
22,880
-3,660
35
$3.48M 0.74%
11,798
+1,256
36
$3.47M 0.74%
156,617
+88,389
37
$3.45M 0.73%
137,990
-49,981
38
$3.07M 0.65%
121,055
-56,810
39
$2.9M 0.62%
45,335
-18,073
40
$2.75M 0.58%
36,528
-16,195
41
$2.69M 0.57%
121,923
+26,100
42
$2.33M 0.5%
60,265
+7,760
43
$2.21M 0.47%
90,842
+5,490
44
$2.21M 0.47%
5,573
+618
45
$1.95M 0.41%
92,344
-20,261
46
$1.88M 0.4%
41,629
+17,159
47
$1.85M 0.39%
67,930
-1,000
48
$1.73M 0.37%
115,335
-101,375
49
$1.42M 0.3%
6,393
-1,623
50
$1.33M 0.28%
5,217
+1,859
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