EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
This Quarter Return
-11.95%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$462M
AUM Growth
+$462M
(-8.9%)
Cap. Flow
+$27.5M
Cap. Flow
% of AUM
5.95%
Top 10 Holdings %
Top 10 Hldgs %
54.84%
Holding
97
New
6
Increased
20
Reduced
36
Closed
8
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$34M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$4.03M |
| 3 |
Public Storage
PSA
|
$2.68M |
| 4 |
Lennar Class A
LEN
|
$593K |
| 5 |
NVIDIA
NVDA
|
$397K |
Top Sells
| 1 |
Medtronic
MDT
|
$3.78M |
| 2 |
CVS Health
CVS
|
$2.57M |
| 3 |
Cisco
CSCO
|
$1.9M |
| 4 |
Intel
INTC
|
$1.44M |
| 5 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$1.3M |
Sector Composition
| 1 | Technology | 14.06% |
| 2 | Communication Services | 10.26% |
| 3 | Healthcare | 9.95% |
| 4 | Industrials | 9.7% |
| 5 | Financials | 9.4% |
