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
526
$2K ﹤0.01%
35
527
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120
528
$2K ﹤0.01%
150
+90
529
$2K ﹤0.01%
300
530
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64
531
$2K ﹤0.01%
279
-4,121
532
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30
533
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1,000
534
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+13
535
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+368
536
$2K ﹤0.01%
300
537
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233
538
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+100
539
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300
540
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800
541
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542
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544
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545
$2K ﹤0.01%
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546
$1K ﹤0.01%
36
547
$1K ﹤0.01%
13
548
– –
0
549
$1K ﹤0.01%
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550
$1K ﹤0.01%
64
+2
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