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
$3.16B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.1M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$13.7M
5
ADBE icon
Adobe
ADBE
+$13.2M

Top Sells

1
+$44.3M
2
+$12.7M
3
+$12.1M
4
EXPD icon
Expeditors International
EXPD
+$10.1M
5
IPG icon
Interpublic Group of Companies
IPG
+$9.97M

Sector Composition

1 Technology 21.07%
2 Financials 11.18%
3 Consumer Discretionary 9.36%
4 Healthcare 8.47%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.3M 0.07%
61,797
+297
227
$2.3M 0.07%
14,004
-5,651
228
$2.3M 0.07%
25,585
+20
229
$2.29M 0.07%
9,798
+15
230
$2.29M 0.07%
12,257
-267
231
$2.27M 0.07%
58,553
+9,096
232
$2.26M 0.07%
34,362
+3,297
233
$2.25M 0.07%
33,008
+5,642
234
$2.25M 0.07%
66,750
+9,431
235
$2.24M 0.07%
24,442
-916
236
$2.24M 0.07%
4,618
-60
237
$2.22M 0.07%
14,898
-2,604
238
$2.21M 0.07%
80,832
+7,703
239
$2.21M 0.07%
34,109
+39
240
$2.17M 0.07%
10,610
-220
241
$2.17M 0.07%
10,125
+549
242
$2.16M 0.07%
64,218
+16,579
243
$2.16M 0.07%
23,431
-5,403
244
$2.16M 0.07%
5,252
+7
245
$2.14M 0.07%
16,325
-170
246
$2.13M 0.07%
4,839
-345
247
$2.12M 0.07%
52,333
248
$2.11M 0.07%
17,191
-1,182
249
$2.08M 0.07%
31,782
+7,770
250
$2.08M 0.07%
25,566
+2,227
8 9
10
11 12