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
326
$1.24M 0.04%
39,269
+10,351
327
$1.21M 0.04%
322,801
-15,661
328
$1.2M 0.04%
36,746
+10,086
329
$1.18M 0.04%
48,474
-43,816
330
$1.18M 0.04%
15,813
-75
331
$1.18M 0.04%
17,293
+4,750
332
$1.17M 0.04%
22,583
+114
333
$1.17M 0.04%
3,608
+205
334
$1.17M 0.04%
99,469
+9,071
335
$1.16M 0.04%
31,042
+27
336
$1.15M 0.04%
4,914
-254
337
$1.15M 0.04%
21,370
+58
338
$1.1M 0.04%
8,542
+440
339
$1.1M 0.03%
18,875
+6,318
340
$1.1M 0.03%
4,771
+137
341
$1.09M 0.03%
3,311
-1,504
342
$1.08M 0.03%
17,501
+5,213
343
$1.06M 0.03%
+32,555
344
$1.05M 0.03%
22,775
-417
345
$1.05M 0.03%
21,894
+9,281
346
$1.05M 0.03%
21,418
+29
347
$1.05M 0.03%
7,148
+2,724
348
$1.04M 0.03%
9,392
-2,081
349
$1.03M 0.03%
62,326
+8,408
350
$1.03M 0.03%
15,139
+6,116
12 13
14
15 16