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
151
$82K 0.02%
361
+111
152
$81K 0.02%
635
153
$79K 0.02%
214
154
$78K 0.02%
1,210
+3
155
$77K 0.02%
+5,000
156
$76K 0.02%
+10,000
157
$76K 0.02%
22,197
+22,000
158
$75K 0.02%
10,000
159
$75K 0.02%
2,000
-2,950
160
$73K 0.02%
+2,500
161
$72K 0.02%
1,075
162
$71K 0.02%
7,500
163
$70K 0.01%
1,912
-48
164
$68K 0.01%
+7,500
165
$67K 0.01%
4,500
166
$67K 0.01%
6,727
167
$66K 0.01%
+3,500
168
$66K 0.01%
480
169
$65K 0.01%
1,500
-500
170
$65K 0.01%
328
+13
171
$64K 0.01%
1,021
-46
172
$64K 0.01%
630
173
$62K 0.01%
1,868
+868
174
$62K 0.01%
+7,500
175
$61K 0.01%
1,360
5 6
7
8 9