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
576
$2K ﹤0.01%
13
577
$2K ﹤0.01%
250
578
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100
579
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35
580
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201
581
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85
-106
582
$2K ﹤0.01%
35
-7,643
583
$2K ﹤0.01%
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584
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59
-1
585
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30
586
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20
587
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39
588
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800
589
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214
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1,000
591
$2K ﹤0.01%
+300
592
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593
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596
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$1K ﹤0.01%
25
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598
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30
599
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12
600
$1K ﹤0.01%
15
22 23
24
25 26