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
551
$4K ﹤0.01%
498
552
$4K ﹤0.01%
47
553
$4K ﹤0.01%
13
-89
554
$4K ﹤0.01%
150
555
$4K ﹤0.01%
337
556
$4K ﹤0.01%
400
557
$4K ﹤0.01%
2,500
558
$3K ﹤0.01%
300
559
$3K ﹤0.01%
210
+100
560
$3K ﹤0.01%
250
561
$3K ﹤0.01%
200
562
$3K ﹤0.01%
101
+1
563
$3K ﹤0.01%
120
564
$3K ﹤0.01%
200
565
$3K ﹤0.01%
4,000
566
$3K ﹤0.01%
300
567
$3K ﹤0.01%
1,000
568
$3K ﹤0.01%
1
569
$3K ﹤0.01%
216
570
$3K ﹤0.01%
300
571
$3K ﹤0.01%
233
572
$3K ﹤0.01%
100
573
$3K ﹤0.01%
40
574
$3K ﹤0.01%
+50
575
$3K ﹤0.01%
+275
21 22
23
24 25