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
576
$2K ﹤0.01%
250
577
$2K ﹤0.01%
100
578
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35
579
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201
580
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85
-106
581
$2K ﹤0.01%
35
-7,643
582
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1,000
583
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13
584
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64
585
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59
-1
586
$2K ﹤0.01%
30
587
$2K ﹤0.01%
20
588
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39
589
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800
590
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214
591
$2K ﹤0.01%
1,000
592
$2K ﹤0.01%
+300
593
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50
595
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62
597
$1K ﹤0.01%
4
598
$1K ﹤0.01%
23
599
$1K ﹤0.01%
3
600
$1K ﹤0.01%
8
22 23
24
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