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
276
$2.65M 0.06%
31,227
-162
277
$2.64M 0.06%
26,515
+20,650
278
$2.63M 0.06%
61,923
+3,312
279
$2.62M 0.06%
51,520
+911
280
$2.62M 0.06%
9,723
-14
281
$2.57M 0.06%
53,571
-907
282
$2.54M 0.06%
+32,779
283
$2.54M 0.06%
25,305
-1,010
284
$2.53M 0.05%
+11,545
285
$2.52M 0.05%
37,844
-655
286
$2.51M 0.05%
7,593
-4
287
$2.5M 0.05%
14,330
+3,699
288
$2.48M 0.05%
38,176
+607
289
$2.47M 0.05%
89,192
+19,210
290
$2.46M 0.05%
20,296
+247
291
$2.46M 0.05%
23,782
+36
292
$2.46M 0.05%
15,810
-723
293
$2.46M 0.05%
5,637
-186
294
$2.45M 0.05%
48,146
+855
295
$2.45M 0.05%
32,157
-742
296
$2.44M 0.05%
24,996
+397
297
$2.44M 0.05%
62,306
-262,299
298
$2.44M 0.05%
41,572
-13,296
299
$2.44M 0.05%
5,785
-396
300
$2.43M 0.05%
19,283
+548
10 11
12
13 14