EWM

Edge Wealth Management Portfolio holdings

AUM $566M
1-Year Est. Return 19.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.01%
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
+$5.24M
2
+$2.59M
3
+$2.23M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.97M
5
VZ icon
Verizon
VZ
+$1.96M

Top Sells

1
+$2.39M
2
+$1.98M
3
+$1.94M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.57M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.51M

Sector Composition

1 Technology 13.42%
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
126
$113K 0.02%
20,000
127
$113K 0.02%
4,290
+780
128
$112K 0.02%
4,887
-1,173
129
$108K 0.02%
506
+6
130
$106K 0.02%
2,031
131
$106K 0.02%
1,660
+20
132
$104K 0.02%
560
133
$103K 0.02%
681
134
$101K 0.02%
931
+48
135
$99K 0.02%
2,000
136
$96K 0.02%
+4,170
137
$96K 0.02%
1,587
+100
138
$94K 0.02%
295
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139
$94K 0.02%
1,410
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140
$94K 0.02%
711
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141
$94K 0.02%
+5,470
142
$93K 0.02%
1,850
143
$93K 0.02%
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144
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500
145
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146
$87K 0.02%
510
147
$86K 0.02%
283
+27
148
$82K 0.02%
361
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149
$81K 0.02%
635
150
$79K 0.02%
214
4 5
6
7 8