EWM

Edge Wealth Management Portfolio holdings

AUM $585M
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
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
551
$4K ﹤0.01%
150
552
$4K ﹤0.01%
337
553
$4K ﹤0.01%
400
554
$4K ﹤0.01%
2,500
555
$3K ﹤0.01%
300
556
$3K ﹤0.01%
210
+100
557
$3K ﹤0.01%
250
558
$3K ﹤0.01%
200
559
$3K ﹤0.01%
101
+1
560
$3K ﹤0.01%
120
561
$3K ﹤0.01%
200
562
$3K ﹤0.01%
4,000
563
$3K ﹤0.01%
300
564
$3K ﹤0.01%
1,000
565
$3K ﹤0.01%
1
566
$3K ﹤0.01%
216
567
$3K ﹤0.01%
300
568
$3K ﹤0.01%
233
569
$3K ﹤0.01%
100
570
$3K ﹤0.01%
40
571
$3K ﹤0.01%
+50
572
$3K ﹤0.01%
+275
573
$3K ﹤0.01%
50
574
$3K ﹤0.01%
+1,000
575
$3K ﹤0.01%
50
21 22
23
24 25