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
$460M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1 +$26.9M
2 +$8.19M
3 +$6.74M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$6.66M
5
CAT icon
Caterpillar
CAT
+$6.27M

Top Sells

1 +$56.3M
2 +$17.9M
3 +$14.2M
4
LADR
Ladder Capital
LADR
+$8.52M
5
MDT icon
Medtronic
MDT
+$7.65M

Sector Composition

1 Technology 17.7%
2 Healthcare 11.79%
3 Communication Services 9.55%
4 Financials 9.29%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$411K 0.09%
+3,750
102
$385K 0.08%
9,508
-2,544
103
$381K 0.08%
7,678
+4,252
104
$374K 0.08%
45,780
+8,234
105
$369K 0.08%
2,630
106
$366K 0.08%
+2,397
107
$361K 0.08%
+83,680
108
$342K 0.07%
+5,000
109
$336K 0.07%
9,617
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110
$330K 0.07%
38,671
-3,711
111
$311K 0.07%
31,420
112
$302K 0.07%
+200,000
113
$301K 0.07%
8,520
+3,090
114
$300K 0.07%
41,731
+305
115
$298K 0.06%
1,522
-153
116
$297K 0.06%
22,935
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117
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118
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119
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120
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11,000
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121
$271K 0.06%
9,164
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122
$262K 0.06%
3,685
+2,565
123
$253K 0.05%
+50,169
124
$252K 0.05%
2,000
125
$246K 0.05%
9,600