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
201
$40K 0.01%
2,054
+500
202
$39K 0.01%
826
203
$39K 0.01%
380
+120
204
$39K 0.01%
465
205
$39K 0.01%
18,875
206
$38K 0.01%
+1,013
207
$38K 0.01%
3,715
+500
208
$36K 0.01%
150
209
$36K 0.01%
2,135
210
$36K 0.01%
796
211
$35K 0.01%
+2,870
212
$34K 0.01%
155
-400
213
$34K 0.01%
4,000
-13,000
214
$34K 0.01%
+24
215
$33K 0.01%
2,050
216
$33K 0.01%
560
217
$33K 0.01%
146
218
$32K 0.01%
1,177
219
$32K 0.01%
1,000
220
$32K 0.01%
289
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221
$32K 0.01%
146
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222
$31K 0.01%
1,000
223
$31K 0.01%
1,085
224
$31K 0.01%
290
-325
225
$29K 0.01%
60
+10
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9
10 11