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
351
$273K 0.01%
+6,925
352
$270K 0.01%
+899
353
$269K 0.01%
+1,173
354
$267K 0.01%
+7,480
355
$266K 0.01%
418
356
$263K 0.01%
4,302
-7
357
$259K 0.01%
+2,975
358
$257K 0.01%
+2,889
359
$253K 0.01%
+5,050
360
$252K 0.01%
+10,737
361
$251K 0.01%
+4,559
362
$249K 0.01%
+6,905
363
$249K 0.01%
+692
364
$247K 0.01%
7,568
-232
365
$245K 0.01%
+3,548
366
$245K 0.01%
+4,190
367
$240K 0.01%
+667
368
$237K 0.01%
8,637
+2,132
369
$235K 0.01%
4,497
370
$231K 0.01%
5,841
-183
371
$230K 0.01%
+2,076
372
$230K 0.01%
+3,176
373
$229K 0.01%
2,012
374
$229K 0.01%
2,258
-362
375
$229K 0.01%
+3,468
13 14
15
16 17