EWM

Edge Wealth Management Portfolio holdings

AUM $585M
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$511K
3
+$292K
4
PSX icon
Phillips 66
PSX
+$216K
5
UNH icon
UnitedHealth
UNH
+$183K

Top Sells

1
+$1.64M
2
+$1.42M
3
+$459K
4
MSFT icon
Microsoft
MSFT
+$448K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$435K

Sector Composition

1 Technology 18.1%
2 Financials 10.74%
3 Industrials 9.67%
4 Communication Services 8.2%
5 Healthcare 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83.9K 0.02%
11,160
-3,875
77
$71.7K 0.02%
15,000
78
$60.3K 0.01%
10,200
79
$54K 0.01%
+12,000
80
– –
-1,014
81
– –
-11,000
82
– –
-9,206
83
– –
-3,590
1 2 3
4