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
251
$2.66M 0.07%
21,127
-1,773
252
$2.64M 0.07%
127,232
+4,512
253
$2.61M 0.07%
5,233
-19
254
$2.58M 0.07%
+69,876
255
$2.58M 0.07%
52,367
+34
256
$2.58M 0.07%
25,893
+9,782
257
$2.57M 0.07%
31,173
-609
258
$2.57M 0.07%
11,406
-3,872
259
$2.55M 0.07%
10,945
+1,059
260
$2.55M 0.07%
19,097
+2,016
261
$2.52M 0.06%
17,357
+1,032
262
$2.51M 0.06%
29,777
+4,828
263
$2.5M 0.06%
4,588
-30
264
$2.49M 0.06%
26,401
+835
265
$2.46M 0.06%
15,898
-1,293
266
$2.41M 0.06%
15,131
+937
267
$2.39M 0.06%
16,442
+1,544
268
$2.39M 0.06%
32,020
-988
269
$2.38M 0.06%
25,565
-20
270
$2.35M 0.06%
34,872
+510
271
$2.34M 0.06%
+14,140
272
$2.3M 0.06%
14,904
+6,362
273
$2.3M 0.06%
15,276
+968
274
$2.3M 0.06%
12,835
+8,470
275
$2.28M 0.06%
45,449
+24,004
9 10
11
12 13