NW

NewEdge Wealth Portfolio holdings

AUM $8.85B
1-Year Est. Return 23.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$65.9M
2 +$65.7M
3 +$37M
4
ASH icon
Ashland
ASH
+$31.4M
5
DNB
Dun & Bradstreet
DNB
+$26.4M

Sector Composition

1 Technology 13.95%
2 Real Estate 13.78%
3 Consumer Discretionary 9.46%
4 Financials 7.61%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-12,061
302
-19,788