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

Top Buys

1
+$13.5M
2
+$2.85M
3
+$2.3M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.31M
5
PYPL icon
PayPal
PYPL
+$1.2M

Top Sells

1
+$8.45M
2
+$3.36M
3
+$2.15M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.95M
5
EPD icon
Enterprise Products Partners
EPD
+$1.81M

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
201
$33K 0.01%
1,000
202
$33K 0.01%
1,000
-1,000
203
$33K 0.01%
360
204
$33K 0.01%
560
205
$33K 0.01%
49
206
$33K 0.01%
1,370
207
$33K 0.01%
1,900
-29
208
$32K 0.01%
309
+3
209
$31K 0.01%
400
210
$31K 0.01%
75
211
$30K 0.01%
522
212
$29K 0.01%
402
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213
$29K 0.01%
941
214
$29K 0.01%
957
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215
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216
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217
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218
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219
$29K 0.01%
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500
223
$27K ﹤0.01%
1,000
224
$27K ﹤0.01%
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225
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165
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