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
576
$3K ﹤0.01%
50
577
$3K ﹤0.01%
+1,000
578
$3K ﹤0.01%
50
579
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13
580
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250
581
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582
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35
583
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584
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85
-106
585
$2K ﹤0.01%
35
-7,643
586
$2K ﹤0.01%
64
587
$2K ﹤0.01%
1,000
588
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59
-1
589
$2K ﹤0.01%
30
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20
591
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592
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800
593
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594
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1,000
595
$2K ﹤0.01%
+300
596
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+200
597
$1K ﹤0.01%
+116
598
$1K ﹤0.01%
36
599
– –
0
600
– –
0
22 23
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