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
201
$92K 0.02%
4,990
-30,255
202
$91K 0.02%
1,750
203
$88K 0.02%
470
-82
204
$87K 0.02%
500
205
$87K 0.02%
530
206
$87K 0.02%
6,250
-177,905
207
$87K 0.02%
+20
208
$86K 0.02%
2,031
209
$86K 0.02%
5,000
210
$85K 0.02%
+1,670
211
$85K 0.02%
2,137
-1,140
212
$83K 0.02%
+7,000
213
$81K 0.02%
6,150
-2,000
214
$81K 0.02%
10,217
215
$80K 0.02%
515
216
$80K 0.02%
1,850
217
$80K 0.02%
2,695
+1,000
218
$79K 0.02%
+11,250
219
$79K 0.02%
+6,150
220
$78K 0.01%
2,843
-1
221
$78K 0.01%
1,520
-16,000
222
$78K 0.01%
915
+668
223
$74K 0.01%
7,750
-500
224
$74K 0.01%
375
+47
225
$74K 0.01%
1,206
+500
7 8
9
10 11