EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
-4.48%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$508M
AUM Growth
-$39M
(-7.1%)
Cap. Flow
-$9.74M
Cap. Flow
% of AUM
-1.92%
Top 10 Holdings %
Top 10 Hldgs %
51.86%
Holding
521
New
4
Increased
46
Reduced
17
Closed
429
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$8.73M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$5.23M |
| 3 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$3.34M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$941K |
| 5 |
McDonald's
MCD
|
$773K |
Top Sells
Sector Composition
| 1 | Technology | 16.93% |
| 2 | Communication Services | 11.42% |
| 3 | Financials | 11.25% |
| 4 | Healthcare | 10.6% |
| 5 | Industrials | 9.63% |
