NW

NewEdge Wealth Portfolio holdings

AUM $6.38B
1-Year Est. Return 21.73%
This Quarter Est. Return
1 Year Est. Return
+21.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$8.08M
3
+$8.04M
4
CDNS icon
Cadence Design Systems
CDNS
+$7.88M
5
SAFE
Safehold Inc.
SAFE
+$7.61M

Top Sells

1
+$12.2M
2
+$11M
3
+$10.5M
4
BUG icon
Global X Cybersecurity ETF
BUG
+$10.5M
5
MTG icon
MGIC Investment
MTG
+$9.87M

Sector Composition

1 Technology 16.06%
2 Healthcare 9.53%
3 Financials 9.29%
4 Consumer Discretionary 8.09%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.78M 0.08%
19,257
-2,207
227
$1.78M 0.08%
12,466
-240
228
$1.75M 0.08%
15,510
+3,295
229
$1.75M 0.08%
18,760
+2,429
230
$1.75M 0.08%
+31,519
231
$1.75M 0.08%
28,478
-3,270
232
$1.72M 0.07%
52,145
+9,912
233
$1.71M 0.07%
5,520
-217
234
$1.71M 0.07%
48,853
-9,750
235
$1.68M 0.07%
36,797
+895
236
$1.66M 0.07%
6,967
+567
237
$1.65M 0.07%
28,898
-2,942
238
$1.64M 0.07%
4,952
+866
239
$1.63M 0.07%
54,987
-386
240
$1.63M 0.07%
21,573
+1,377
241
$1.63M 0.07%
197,553
242
$1.62M 0.07%
+69,383
243
$1.57M 0.07%
32,490
+6,465
244
$1.49M 0.06%
2,278
-65
245
$1.47M 0.06%
93,036
246
$1.46M 0.06%
95,970
+2,170
247
$1.46M 0.06%
12,001
-527
248
$1.46M 0.06%
+208,361
249
$1.39M 0.06%
11,914
-1,637
250
$1.38M 0.06%
27,103
-10,137
8 9
10
11 12