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
$3.91B
AUM Growth
+$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$21.8M
3
+$19.4M
4
WFC icon
Wells Fargo
WFC
+$18.4M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$18.1M

Top Sells

1
+$16.1M
2
+$14.3M
3
+$12.6M
4
ACN icon
Accenture
ACN
+$11.9M
5
KMB icon
Kimberly-Clark
KMB
+$10.3M

Sector Composition

1 Technology 21.67%
2 Financials 11.83%
3 Consumer Discretionary 8.79%
4 Healthcare 8.36%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.99M 0.08%
16,602
+1,583
227
$2.97M 0.08%
57,500
228
$2.94M 0.08%
5,536
-395
229
$2.91M 0.07%
17,931
+622
230
$2.91M 0.07%
4,968
+184
231
$2.88M 0.07%
17,527
+604
232
$2.87M 0.07%
2,465
+88
233
$2.86M 0.07%
49,499
-2,717
234
$2.85M 0.07%
32,398
+1,023
235
$2.84M 0.07%
23,866
+43
236
$2.83M 0.07%
63,533
-6,213
237
$2.81M 0.07%
50,149
-1,142
238
$2.8M 0.07%
11,576
+1,451
239
$2.78M 0.07%
78,567
+20,014
240
$2.77M 0.07%
89,726
+22,976
241
$2.76M 0.07%
9,705
-93
242
$2.74M 0.07%
64,458
+2,661
243
$2.72M 0.07%
29,202
+10,266
244
$2.71M 0.07%
+46,722
245
$2.7M 0.07%
+9,638
246
$2.69M 0.07%
55,615
-15,117
247
$2.67M 0.07%
82,647
-490
248
$2.67M 0.07%
48,080
+20,895
249
$2.66M 0.07%
5,577
-55
250
$2.66M 0.07%
23,073
-358
8 9
10
11 12