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
251
$1.38M 0.06%
12,528
-394
252
$1.37M 0.06%
7,346
-1,626
253
$1.37M 0.06%
8,158
-1,287
254
$1.36M 0.06%
+81,242
255
$1.33M 0.06%
43,555
+485
256
$1.32M 0.06%
18,396
-3,850
257
$1.32M 0.06%
9,306
-5,086
258
$1.3M 0.06%
19,054
+7,834
259
$1.3M 0.06%
12,718
+346
260
$1.29M 0.06%
40,290
+287
261
$1.28M 0.06%
26,433
-1,806
262
$1.28M 0.06%
11,575
+3,668
263
$1.26M 0.05%
37,526
-1,836
264
$1.26M 0.05%
15,794
+5,944
265
$1.25M 0.05%
25,784
-730
266
$1.25M 0.05%
43,445
+5
267
$1.24M 0.05%
19,727
+4,143
268
$1.24M 0.05%
14,087
-9,958
269
$1.24M 0.05%
10,996
+1,792
270
$1.23M 0.05%
5,836
+359
271
$1.2M 0.05%
16,632
+1,515
272
$1.19M 0.05%
16,142
+7,989
273
$1.19M 0.05%
29,665
+5,801
274
$1.17M 0.05%
+48,310
275
$1.15M 0.05%
78,681
+51,155
9 10
11
12 13