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
251
$2.07M 0.07%
7,236
-37
252
$2.06M 0.07%
2,377
+202
253
$2.05M 0.07%
60,906
+11,237
254
$2.05M 0.06%
10,059
+60
255
$2.04M 0.06%
8,698
256
$2.04M 0.06%
35,891
+1,309
257
$2.04M 0.06%
24,500
-361
258
$2.02M 0.06%
13,559
+398
259
$1.98M 0.06%
14,194
+99
260
$1.97M 0.06%
29,034
+2,775
261
$1.96M 0.06%
52,451
-374
262
$1.96M 0.06%
17,081
-88,093
263
$1.93M 0.06%
+8,481
264
$1.92M 0.06%
17,081
-8,297
265
$1.91M 0.06%
4,907
-2,359
266
$1.9M 0.06%
11,089
+652
267
$1.9M 0.06%
18,936
+4,626
268
$1.89M 0.06%
17,808
-1,875
269
$1.88M 0.06%
24,028
+321
270
$1.87M 0.06%
103,615
-666
271
$1.85M 0.06%
13,032
+2,021
272
$1.84M 0.06%
33,278
+100
273
$1.83M 0.06%
259,465
+82,245
274
$1.83M 0.06%
15,206
+1,785
275
$1.83M 0.06%
5,777
-148
9 10
11
12 13