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
$2.32B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$8.08M
3
+$8.04M
4
CDNS icon
Cadence Design Systems
CDNS
+$7.88M
5
SAFE
Safehold Inc.
SAFE
+$7.61M

Top Sells

1
+$12.2M
2
+$11M
3
+$10.5M
4
BUG icon
Global X Cybersecurity ETF
BUG
+$10.5M
5
MTG icon
MGIC Investment
MTG
+$9.87M

Sector Composition

1 Technology 16.06%
2 Healthcare 9.53%
3 Financials 9.29%
4 Consumer Discretionary 8.09%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$587K 0.03%
506
-40
352
$585K 0.03%
85,902
+52,496
353
$581K 0.03%
14,857
+729
354
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47,887
+30,017
355
$551K 0.02%
47,385
-5,687
356
$542K 0.02%
18,923
-5,655
357
$541K 0.02%
34,577
+11,128
358
$537K 0.02%
4,087
+1,245
359
$536K 0.02%
+17,090
360
$529K 0.02%
3,631
-274
361
$522K 0.02%
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-491
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6,941
-39
363
$514K 0.02%
2,438
-312
364
$511K 0.02%
3,955
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365
$504K 0.02%
7,350
-2,376
366
$498K 0.02%
31,019
+12,053
367
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3,869
-2,173
368
$492K 0.02%
15,630
-4,663
369
$489K 0.02%
9,400
-896
370
$489K 0.02%
2,880
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371
$486K 0.02%
5,796
+1,343
372
$485K 0.02%
5,105
+1,861
373
$478K 0.02%
+1,925
374
$476K 0.02%
59,486
-3,384
375
$470K 0.02%
2,962
-278
13 14
15
16 17