NW

NewEdge Wealth Portfolio holdings

AUM $6.98B
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.54B
AUM Growth
+$925M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$39.2M
3
+$32.9M
4
MSFT icon
Microsoft
MSFT
+$22.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

1
+$29.8M
2
+$19.8M
3
+$15.3M
4
LULU icon
lululemon athletica
LULU
+$14.9M
5
VRSN icon
VeriSign
VRSN
+$13.6M

Sector Composition

1 Technology 23.23%
2 Financials 11.51%
3 Consumer Discretionary 10.12%
4 Healthcare 8.01%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.01M 0.07%
58,560
+8,737
227
$3.99M 0.07%
36,636
+5,409
228
$3.98M 0.07%
+113,886
229
$3.95M 0.07%
16,473
+1,869
230
$3.94M 0.07%
15,859
+1,910
231
$3.92M 0.07%
38,478
232
$3.9M 0.07%
61,204
+8,975
233
$3.9M 0.07%
24,272
+13,380
234
$3.87M 0.07%
8,849
+630
235
$3.87M 0.07%
46,912
+7,664
236
$3.86M 0.07%
8,590
+3,121
237
$3.85M 0.07%
8,802
+691
238
$3.84M 0.07%
11,367
+1,694
239
$3.83M 0.07%
96,557
+14,015
240
$3.83M 0.07%
18,468
+2,621
241
$3.8M 0.07%
32,921
+1,908
242
$3.78M 0.07%
119,248
+5,830
243
$3.77M 0.07%
16,915
+481
244
$3.76M 0.07%
18,171
+11,955
245
$3.73M 0.07%
16,274
+1,312
246
$3.72M 0.07%
29,466
+13,126
247
$3.71M 0.07%
28,296
+4,212
248
$3.71M 0.07%
60,743
+1,166
249
$3.71M 0.07%
19,621
+2,801
250
$3.7M 0.07%
44,135
+2,543
8 9
10
11 12