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
$2.39B
AUM Growth
+$706M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$44.8M
3
+$23.2M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$22.1M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$19.7M

Top Sells

1
+$41.8M
2
+$25.6M
3
+$21.1M
4
DLB icon
Dolby
DLB
+$10.4M
5
TJX icon
TJX Companies
TJX
+$6M

Sector Composition

1 Technology 12.62%
2 Real Estate 10.64%
3 Communication Services 7.96%
4 Financials 7.82%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$600K 0.03%
+5,674
277
$588K 0.02%
2,312
+833
278
$585K 0.02%
+5,765
279
$581K 0.02%
3,347
+69
280
$580K 0.02%
+25,224
281
$570K 0.02%
+8,989
282
$564K 0.02%
+4,173
283
$559K 0.02%
9,992
-312
284
$551K 0.02%
4,579
+829
285
$551K 0.02%
6,531
+3,385
286
$537K 0.02%
+7,575
287
$524K 0.02%
+10,248
288
$518K 0.02%
+9,032
289
$516K 0.02%
+9,930
290
$516K 0.02%
2,475
+1,218
291
$515K 0.02%
2,928
+40
292
$513K 0.02%
2,245
+432
293
$506K 0.02%
+2,273
294
$494K 0.02%
+3,246
295
$492K 0.02%
21,275
+9,501
296
$491K 0.02%
+3,150
297
$486K 0.02%
+5,860
298
$465K 0.02%
+4,262
299
$465K 0.02%
+985
300
$462K 0.02%
5,024
+2,112
10 11
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