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
$4.62B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.9M
3
+$15.2M
4
FROG icon
JFrog
FROG
+$13.9M
5
ABBV icon
AbbVie
ABBV
+$12.2M

Top Sells

1
+$25.8M
2
+$19.9M
3
+$15.3M
4
SCHW icon
Charles Schwab
SCHW
+$14.4M
5
AAPL icon
Apple
AAPL
+$12.1M

Sector Composition

1 Technology 23.58%
2 Financials 11.27%
3 Consumer Discretionary 10.61%
4 Healthcare 7.77%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.95M 0.06%
31,013
+542
252
$2.93M 0.06%
15,055
-1,281
253
$2.93M 0.06%
42,870
+3,211
254
$2.91M 0.06%
15,847
-4
255
$2.86M 0.06%
31,157
-3,333
256
$2.86M 0.06%
14,524
-571
257
$2.84M 0.06%
9,673
-276
258
$2.84M 0.06%
72,621
+2,745
259
$2.83M 0.06%
49,823
-1,049
260
$2.83M 0.06%
112,439
+11,832
261
$2.79M 0.06%
37,054
-143
262
$2.78M 0.06%
13,015
-373
263
$2.78M 0.06%
49,030
+2,984
264
$2.77M 0.06%
23,432
+512
265
$2.77M 0.06%
23,244
+912
266
$2.76M 0.06%
19,556
+630
267
$2.75M 0.06%
4,870
+456
268
$2.74M 0.06%
5,060
-121
269
$2.73M 0.06%
29,187
+316
270
$2.71M 0.06%
34,186
-1,523
271
$2.7M 0.06%
96,618
+1,384
272
$2.7M 0.06%
12,559
+529
273
$2.7M 0.06%
57,270
+1,017
274
$2.7M 0.06%
24,084
-3
275
$2.65M 0.06%
+66,499
9 10
11
12 13