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
$547M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.8M
3
+$2.54M
4
PYPL icon
PayPal
PYPL
+$1.37M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.32M

Top Sells

1
+$8.45M
2
+$3.32M
3
+$2.16M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.95M
5
EPD icon
Enterprise Products Partners
EPD
+$1.85M

Sector Composition

1 Technology 16.93%
2 Financials 11.9%
3 Communication Services 11.1%
4 Healthcare 10.62%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$67K 0.01%
1,868
152
$66K 0.01%
1,075
-400
153
$64K 0.01%
1,049
154
$63K 0.01%
387
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155
$63K 0.01%
180
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156
$62K 0.01%
135
157
$62K 0.01%
163
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158
$59K 0.01%
1,500
159
$57K 0.01%
196
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215
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161
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162
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263
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163
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164
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638
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165
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166
$55K 0.01%
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167
$53K 0.01%
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169
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174
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94
175
$46K 0.01%
8,800
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