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
476
$8K ﹤0.01%
320
477
$8K ﹤0.01%
+115
478
$8K ﹤0.01%
500
479
$8K ﹤0.01%
1,000
480
$8K ﹤0.01%
819
481
$8K ﹤0.01%
+820
482
$7K ﹤0.01%
464
483
$7K ﹤0.01%
600
484
$7K ﹤0.01%
267
485
$7K ﹤0.01%
500
486
$7K ﹤0.01%
436
487
$7K ﹤0.01%
+200
488
$7K ﹤0.01%
233
489
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140
490
$7K ﹤0.01%
1,000
491
$7K ﹤0.01%
200
492
$7K ﹤0.01%
200
493
$7K ﹤0.01%
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494
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495
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100
496
$6K ﹤0.01%
200
497
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303
498
$6K ﹤0.01%
+500
499
$6K ﹤0.01%
642
500
$6K ﹤0.01%
2,000
18 19
20
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