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
$527M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.47M
3
+$6.72M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.99M

Top Sells

1
+$8.79M
2
+$8.29M
3
+$7.55M
4
RTX icon
RTX Corp
RTX
+$6.99M
5
XOM icon
Exxon Mobil
XOM
+$6M

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%
50
527
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528
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529
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1,000
530
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100
+65
531
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532
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300
533
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267
+5
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350
536
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670
+370
537
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518
538
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+1,000
539
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300
540
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+50
541
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82
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542
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1,000
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750
546
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$4K ﹤0.01%
1,000
548
$4K ﹤0.01%
50
549
$4K ﹤0.01%
165
550
$4K ﹤0.01%
665
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