EWM
Edge Wealth Management Portfolio holdings
AUM
$565M
1-Year Est. Return
15.22%
1 Year Est. Return
+15.22%
AUM
$519M
AUM Growth
+$26M
(+5.3%)
Holding
84
Top Buys
| 1 | +$9.92M | |
| 2 | +$1.81M | |
| 3 | +$1.29M | |
| 4 |
Blackrock
BLK
|
+$973K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$808K |
Top Sells
| 1 | +$3.56M | |
| 2 | +$941K | |
| 3 | +$460K | |
| 4 |
Apple
AAPL
|
+$424K |
| 5 |
JPMorgan Chase
JPM
|
+$413K |
Sector Composition
| 1 | Technology | 15.91% |
| 2 | Financials | 12.5% |
| 3 | Industrials | 9.03% |
| 4 | Communication Services | 8.07% |
| 5 | Consumer Staples | 5.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Arbor Realty Trust
ABR
$1.74B
| $214K | 0.04% |
20,000
|
|
||
|
PNNT
77
Pennant Park Investment Corp
PNNT
$377M
| $137K | 0.03% |
20,000
|
|
||
78
Cenovus Energy
CVE
$33.4B
| $136K | 0.03% |
10,000
|
|
||
79
Novavax
NVAX
$1.08B
| $94.9K | 0.02% |
15,000
|
|
||
80
TeraWulf
WULF
$6.26B
| $88K | 0.02% |
20,000
|
|
||
|
CGAU
81
Centerra Gold
CGAU
$2.62B
| $73.4K | 0.01% |
10,200
|
|
||
82
AdvisorShares Pure US Cannabis ETF
MSOS
$696M
| $26.7K | 0.01% |
11,100
|
|
||
83
Oracle
ORCL
$577B
| – | – |
-1,790
|
|
||
84
Pfizer
PFE
$143B
| – | – |
-8,517
|
|