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
351
$1.02M 0.03%
45,153
-15,222
352
$1.02M 0.03%
10,512
353
$1.02M 0.03%
17,066
-117
354
$1.01M 0.03%
35,356
+53
355
$1.01M 0.03%
38,291
+10,899
356
$1.01M 0.03%
17,419
-663
357
$1.01M 0.03%
796
+26
358
$991K 0.03%
19,689
+5,215
359
$988K 0.03%
4,598
-47
360
$986K 0.03%
70,248
+1,500
361
$984K 0.03%
63,630
-530
362
$983K 0.03%
42,538
+229
363
$981K 0.03%
17,372
-264
364
$971K 0.03%
2,826
+481
365
$950K 0.03%
11,717
+315
366
$949K 0.03%
8,759
+1,546
367
$941K 0.03%
8,707
-213
368
$923K 0.03%
15,475
-86
369
$922K 0.03%
432,976
+6,025
370
$904K 0.03%
48,893
+84
371
$900K 0.03%
4,466
-413
372
$893K 0.03%
15,016
-2,341
373
$891K 0.03%
37,366
+14,121
374
$882K 0.03%
37,410
-8,784
375
$866K 0.03%
27,555
+200
13 14
15
16 17