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
$527M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$7.47M
3
+$6.72M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.99M

Top Sells

1
+$8.79M
2
+$8.29M
3
+$7.55M
4
RTX icon
RTX Corp
RTX
+$6.99M
5
XOM icon
Exxon Mobil
XOM
+$6M

Sector Composition

1 Technology 19.18%
2 Healthcare 10.47%
3 Financials 9.62%
4 Communication Services 8.89%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$116K 0.02%
4,750
177
$114K 0.02%
+7,591
178
$114K 0.02%
10,200
179
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180
$111K 0.02%
775
+165
181
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182
$106K 0.02%
880
183
$106K 0.02%
340
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184
$106K 0.02%
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185
$105K 0.02%
600
186
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187
$102K 0.02%
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188
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4,085
189
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330
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190
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500
191
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323
192
$96K 0.02%
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193
$96K 0.02%
450
194
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195
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196
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197
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198
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199
$94K 0.02%
959
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$93K 0.02%
1,772
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