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
$3.91B
AUM Growth
+$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$21.8M
3
+$19.4M
4
WFC icon
Wells Fargo
WFC
+$18.4M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$18.1M

Top Sells

1
+$16.1M
2
+$14.3M
3
+$12.6M
4
ACN icon
Accenture
ACN
+$11.9M
5
KMB icon
Kimberly-Clark
KMB
+$10.3M

Sector Composition

1 Technology 21.67%
2 Financials 11.83%
3 Consumer Discretionary 8.79%
4 Healthcare 8.36%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.65M 0.04%
40,966
+969
327
$1.63M 0.04%
38,946
-27,845
328
$1.62M 0.04%
8,442
-192
329
$1.62M 0.04%
7,167
+959
330
$1.6M 0.04%
197,553
331
$1.53M 0.04%
35,449
-2,633
332
$1.53M 0.04%
9,330
+3,667
333
$1.52M 0.04%
17,857
+122
334
$1.5M 0.04%
+31,531
335
$1.5M 0.04%
+74,730
336
$1.48M 0.04%
47,684
+107
337
$1.47M 0.04%
17,219
-74
338
$1.46M 0.04%
16,218
+4,501
339
$1.46M 0.04%
10,732
-1,573
340
$1.46M 0.04%
15,006
-1,949
341
$1.46M 0.04%
39,336
-1,044
342
$1.45M 0.04%
29,840
+13,234
343
$1.44M 0.04%
9,427
+5,573
344
$1.44M 0.04%
23,434
-5,027
345
$1.44M 0.04%
+46,016
346
$1.44M 0.04%
19,294
+6,030
347
$1.44M 0.04%
30,559
-3,698
348
$1.43M 0.04%
7,682
-153
349
$1.43M 0.04%
93,036
350
$1.43M 0.04%
7,185
-360
12 13
14
15 16