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
301
$1.5M 0.05%
197,553
302
$1.48M 0.05%
18,192
303
$1.48M 0.05%
32,293
+20,427
304
$1.47M 0.05%
45,379
-8,391
305
$1.47M 0.05%
16,955
-128
306
$1.46M 0.05%
40,380
-20
307
$1.44M 0.05%
93,036
308
$1.4M 0.04%
24,025
-5,193
309
$1.39M 0.04%
27,610
+3,452
310
$1.39M 0.04%
12,542
-484
311
$1.38M 0.04%
15,531
+4,100
312
$1.38M 0.04%
13,481
+119
313
$1.36M 0.04%
28,198
+3,153
314
$1.36M 0.04%
8,634
315
$1.36M 0.04%
27,185
+115
316
$1.33M 0.04%
+17,735
317
$1.33M 0.04%
6,420
-454
318
$1.32M 0.04%
7,545
-5,168
319
$1.29M 0.04%
6,208
-1,203
320
$1.28M 0.04%
47,577
-4,000
321
$1.26M 0.04%
38,082
+6,792
322
$1.26M 0.04%
17,986
-2,441
323
$1.25M 0.04%
41,171
-252
324
$1.25M 0.04%
21,652
-7,161
325
$1.25M 0.04%
7,835
+2,966
11 12
13
14 15