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
276
$1.15M 0.05%
9,876
-104,907
277
$1.14M 0.05%
24,290
+11
278
$1.13M 0.05%
6,972
-48
279
$1.11M 0.05%
13,420
+629
280
$1.1M 0.05%
26,016
-4,350
281
$1.1M 0.05%
31,420
+354
282
$1.08M 0.05%
13,953
-1,836
283
$1.07M 0.05%
9,766
+104
284
$1.07M 0.05%
9,098
-83
285
$1.04M 0.04%
29,532
-963
286
$1.03M 0.04%
9,937
+1,378
287
$1.03M 0.04%
33,754
-2,800
288
$1.01M 0.04%
17,233
+253
289
$1.01M 0.04%
28,365
+633
290
$1.01M 0.04%
+20,071
291
$1M 0.04%
20,734
-1,315
292
$992K 0.04%
22,749
-95
293
$989K 0.04%
335,121
+46,296
294
$974K 0.04%
16,029
-1,025
295
$949K 0.04%
+34,938
296
$947K 0.04%
60,691
-1,529
297
$930K 0.04%
3,197
+1,310
298
$929K 0.04%
3,094
+473
299
$922K 0.04%
21,240
+4,430
300
$921K 0.04%
418,761
-14,954
10 11
12
13 14