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
476
$5K ﹤0.01%
+408
477
$5K ﹤0.01%
200
478
$5K ﹤0.01%
250
479
$4K ﹤0.01%
217
-6,608
480
$4K ﹤0.01%
191
-1,107
481
$4K ﹤0.01%
135
482
$4K ﹤0.01%
300
483
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50
484
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120
485
$4K ﹤0.01%
500
486
$4K ﹤0.01%
1,000
487
$4K ﹤0.01%
500
488
$4K ﹤0.01%
400
489
$4K ﹤0.01%
250
490
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150
491
$4K ﹤0.01%
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492
$4K ﹤0.01%
337
493
$4K ﹤0.01%
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494
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495
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+4,000
498
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750
499
$3K ﹤0.01%
1,000
500
$3K ﹤0.01%
50
18 19
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