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
276
$1.81M 0.06%
26,568
-282
277
$1.8M 0.06%
24,949
-7,251
278
$1.79M 0.06%
35,785
+6,707
279
$1.75M 0.06%
8,750
-75
280
$1.75M 0.06%
+8,951
281
$1.74M 0.06%
18,193
-15,397
282
$1.73M 0.05%
10,598
+2,368
283
$1.72M 0.05%
26,783
-1,394
284
$1.72M 0.05%
14,308
+36
285
$1.71M 0.05%
33,023
+2,692
286
$1.69M 0.05%
2,325
-66
287
$1.69M 0.05%
12,305
+709
288
$1.68M 0.05%
39,997
+1,316
289
$1.66M 0.05%
28,461
-1,238
290
$1.62M 0.05%
28,931
+20
291
$1.62M 0.05%
16,770
+1,265
292
$1.62M 0.05%
27,488
+3,337
293
$1.62M 0.05%
30,159
+4,102
294
$1.61M 0.05%
16,111
+302
295
$1.6M 0.05%
21,790
+12
296
$1.6M 0.05%
97,205
+410
297
$1.56M 0.05%
142,494
+39,419
298
$1.55M 0.05%
47,085
-4,206
299
$1.53M 0.05%
+17,260
300
$1.53M 0.05%
34,257
+108
10 11
12
13 14