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
$471M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$2.53M
3
+$2.33M
4
VZ icon
Verizon
VZ
+$2.02M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.96M

Top Sells

1
+$2.18M
2
+$2.03M
3
+$1.98M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.57M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.52M

Sector Composition

1 Technology 13.43%
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
$115K 0.02%
2,057
-500
127
$114K 0.02%
11,000
128
$113K 0.02%
20,000
129
$113K 0.02%
4,290
+780
130
$112K 0.02%
4,887
-1,173
131
$108K 0.02%
506
+6
132
$106K 0.02%
2,031
133
$106K 0.02%
1,660
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134
$104K 0.02%
560
135
$103K 0.02%
681
136
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931
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137
$99K 0.02%
2,000
138
$96K 0.02%
+4,170
139
$96K 0.02%
1,587
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140
$94K 0.02%
295
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141
$94K 0.02%
1,410
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142
$94K 0.02%
711
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143
$94K 0.02%
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144
$93K 0.02%
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145
$93K 0.02%
1,900
146
$91K 0.02%
500
147
$90K 0.02%
10,200
148
$88K 0.02%
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149
$87K 0.02%
510
150
$86K 0.02%
283
+27
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