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
$2.39B
AUM Growth
+$706M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$44.8M
3
+$23.2M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$22.1M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$19.7M

Top Sells

1
+$41.8M
2
+$25.6M
3
+$21.1M
4
DLB icon
Dolby
DLB
+$10.4M
5
TJX icon
TJX Companies
TJX
+$6M

Sector Composition

1 Technology 12.62%
2 Real Estate 10.64%
3 Communication Services 7.96%
4 Financials 7.82%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$343K 0.01%
+15,600
327
$340K 0.01%
+5,609
328
$334K 0.01%
3,594
+11
329
$333K 0.01%
+11,648
330
$331K 0.01%
4,584
-277
331
$326K 0.01%
2,482
332
$326K 0.01%
+12,885
333
$324K 0.01%
7,483
-960
334
$320K 0.01%
+3,752
335
$318K 0.01%
+5,070
336
$316K 0.01%
+3,066
337
$312K 0.01%
22,392
+5,707
338
$310K 0.01%
+2,082
339
$310K 0.01%
15,731
-24
340
$306K 0.01%
8,005
-263
341
$301K 0.01%
+48,509
342
$299K 0.01%
872
+2
343
$296K 0.01%
3,218
-229,314
344
$291K 0.01%
+3,974
345
$287K 0.01%
3,742
-973
346
$281K 0.01%
+12,600
347
$280K 0.01%
+2,005
348
$278K 0.01%
4,198
+24
349
$278K 0.01%
+1,650
350
$276K 0.01%
+3,418
12 13
14
15 16