EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
This Quarter Return
+1.14%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$494M
AUM Growth
+$494M
(-0.82%)
Cap. Flow
-$4.51M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
57.93%
Holding
84
New
4
Increased
15
Reduced
34
Closed
4
Top Buys
| 1 |
Simplify MBS ETF
MTBA
|
$5.13M |
| 2 |
iShares MBS ETF
MBB
|
$680K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$667K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$578K |
| 5 |
iShares Bitcoin Trust
IBIT
|
$239K |
Top Sells
| 1 |
Apple
AAPL
|
$1.36M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$1.02M |
| 3 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$1.01M |
| 4 |
Microsoft
MSFT
|
$996K |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$868K |
Sector Composition
| 1 | Technology | 20.03% |
| 2 | Financials | 11.62% |
| 3 | Communication Services | 8.73% |
| 4 | Industrials | 8.68% |
| 5 | Consumer Staples | 6.01% |
