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
201
$39K 0.01%
465
202
$39K 0.01%
18,875
203
$38K 0.01%
+1,013
204
$38K 0.01%
3,715
+500
205
$36K 0.01%
150
206
$36K 0.01%
2,135
207
$36K 0.01%
796
208
$35K 0.01%
+2,870
209
$34K 0.01%
155
-400
210
$34K 0.01%
4,000
-13,000
211
$34K 0.01%
+24
212
$33K 0.01%
2,050
213
$33K 0.01%
560
214
$33K 0.01%
146
215
$32K 0.01%
1,177
216
$32K 0.01%
1,000
217
$32K 0.01%
289
+1
218
$32K 0.01%
146
+1
219
$31K 0.01%
1,000
220
$31K 0.01%
1,085
221
$31K 0.01%
290
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222
$29K 0.01%
60
+10
223
$29K 0.01%
300
-3,997
224
$29K 0.01%
+350
225
$28K 0.01%
400
7 8
9
10 11