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
$471M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$2.53M
3
+$2.33M
4
VZ icon
Verizon
VZ
+$2.02M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.96M

Top Sells

1
+$2.18M
2
+$2.03M
3
+$1.98M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.57M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.52M

Sector Composition

1 Technology 13.43%
2 Financials 12.19%
3 Communication Services 10.94%
4 Healthcare 10.58%
5 Industrials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$350K 0.07%
993
+946
77
$348K 0.07%
36,688
+316
78
$347K 0.07%
30,000
79
$339K 0.07%
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80
$324K 0.07%
16,371
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81
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3,200
82
$318K 0.07%
20,000
83
$309K 0.07%
+19,445
84
$304K 0.06%
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85
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20,017
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86
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5,988
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$266K 0.06%
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+5,355
88
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65,000
89
$256K 0.05%
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$251K 0.05%
+25,000
91
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5,000
-2,500
92
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10,250
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93
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95
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5,876
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96
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5,790
97
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600
98
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7,486
+2,477
99
$171K 0.04%
17,655
+43
100
$154K 0.03%
557
+17
2 3
4
5 6