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
151
$78K 0.02%
1,210
+3
152
$77K 0.02%
+5,000
153
$76K 0.02%
+10,000
154
$76K 0.02%
22,197
+22,000
155
$75K 0.02%
10,000
156
$75K 0.02%
2,000
-2,950
157
$73K 0.02%
+2,500
158
$72K 0.02%
1,075
159
$71K 0.02%
7,500
160
$70K 0.01%
1,912
-48
161
$68K 0.01%
+7,500
162
$67K 0.01%
4,500
163
$67K 0.01%
6,727
164
$66K 0.01%
+3,500
165
$66K 0.01%
480
166
$65K 0.01%
1,500
-500
167
$65K 0.01%
328
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168
$64K 0.01%
1,021
-46
169
$64K 0.01%
630
170
$62K 0.01%
1,868
+868
171
$62K 0.01%
+7,500
172
$61K 0.01%
1,360
173
$61K 0.01%
874
+84
174
$60K 0.01%
320
175
$60K 0.01%
525
5 6
7
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