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
526
$5K ﹤0.01%
+250
527
$5K ﹤0.01%
50
528
$5K ﹤0.01%
80
529
$5K ﹤0.01%
1,000
530
$5K ﹤0.01%
100
+65
531
$5K ﹤0.01%
+200
532
$5K ﹤0.01%
300
533
$5K ﹤0.01%
267
+5
534
$5K ﹤0.01%
52
535
$5K ﹤0.01%
350
536
$5K ﹤0.01%
670
+370
537
$5K ﹤0.01%
86
538
$5K ﹤0.01%
300
539
$5K ﹤0.01%
+50
540
$5K ﹤0.01%
82
+50
541
$5K ﹤0.01%
1,000
542
$5K ﹤0.01%
300
543
$4K ﹤0.01%
1,000
544
$4K ﹤0.01%
750
545
$4K ﹤0.01%
1,000
546
$4K ﹤0.01%
50
547
$4K ﹤0.01%
165
548
$4K ﹤0.01%
665
549
$4K ﹤0.01%
47
550
$4K ﹤0.01%
13
-89
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