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
351
$1.41M 0.04%
26,765
-845
352
$1.4M 0.04%
13,554
+73
353
$1.4M 0.04%
4,816
+1,208
354
$1.4M 0.04%
11,946
+6,271
355
$1.37M 0.04%
29,798
-2,495
356
$1.35M 0.03%
+13,427
357
$1.33M 0.03%
322,007
-794
358
$1.31M 0.03%
11,945
-4,825
359
$1.31M 0.03%
65,216
+28,838
360
$1.3M 0.03%
4,949
+35
361
$1.29M 0.03%
+31,283
362
$1.29M 0.03%
+9,929
363
$1.29M 0.03%
5,280
-1,140
364
$1.26M 0.03%
2,798
-28
365
$1.26M 0.03%
15,925
-2,061
366
$1.25M 0.03%
78,184
+29,936
367
$1.24M 0.03%
789
-7
368
$1.23M 0.03%
8,648
-59
369
$1.23M 0.03%
42,022
-6,452
370
$1.21M 0.03%
29,926
-1,116
371
$1.2M 0.03%
+3,188
372
$1.17M 0.03%
3,079
-232
373
$1.16M 0.03%
34,846
-4,423
374
$1.16M 0.03%
22,225
-1,800
375
$1.16M 0.03%
+84,067
13 14
15
16 17