EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
This Quarter Return
+6.83%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$430M
AUM Growth
+$430M
(-4.9%)
Cap. Flow
-$37M
Cap. Flow
% of AUM
-8.6%
Top 10 Holdings %
Top 10 Hldgs %
51.93%
Holding
93
New
10
Increased
10
Reduced
37
Closed
7
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.86M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.13M |
| 3 |
Invesco Preferred ETF
PGX
|
$1.08M |
| 4 |
Invesco QQQ Trust
QQQ
|
$916K |
| 5 |
iShares Select Dividend ETF
DVY
|
$912K |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$5.57M |
| 2 |
Apple
AAPL
|
$2.98M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$2.89M |
| 4 |
Verizon
VZ
|
$2.28M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2M |
Sector Composition
| 1 | Technology | 12.69% |
| 2 | Healthcare | 10.84% |
| 3 | Industrials | 10.62% |
| 4 | Financials | 10.26% |
| 5 | Communication Services | 7.96% |
