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
276
$2.28M 0.06%
20,137
+679
277
$2.27M 0.06%
45,092
-9,857
278
$2.24M 0.06%
5,730
-47
279
$2.21M 0.06%
4,788
-119
280
$2.18M 0.06%
8,698
281
$2.17M 0.06%
7,249
+13
282
$2.17M 0.06%
34,006
+983
283
$2.17M 0.06%
49,028
-3,423
284
$2.16M 0.06%
39,329
+9,170
285
$2.15M 0.05%
10,606
-4
286
$2.13M 0.05%
31,784
+4,296
287
$2.13M 0.05%
31,564
+2,530
288
$2.12M 0.05%
23,213
-1,229
289
$2.1M 0.05%
19,903
+2,095
290
$2.09M 0.05%
16,621
+7,862
291
$2.06M 0.05%
10,838
+240
292
$2.06M 0.05%
137,807
-58,639
293
$2.05M 0.05%
58,999
-1,907
294
$2.05M 0.05%
9,746
+996
295
$2.03M 0.05%
53,838
+8,459
296
$2.03M 0.05%
9,006
+525
297
$2.01M 0.05%
87,973
-15,642
298
$2.01M 0.05%
18,520
+327
299
$2M 0.05%
10,463
-626
300
$1.98M 0.05%
+70,668
10 11
12
13 14