NW

NewEdge Wealth Portfolio holdings

AUM $6.98B
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.62B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.9M
3
+$15.2M
4
FROG icon
JFrog
FROG
+$13.9M
5
ABBV icon
AbbVie
ABBV
+$12.2M

Top Sells

1
+$25.8M
2
+$19.9M
3
+$15.3M
4
SCHW icon
Charles Schwab
SCHW
+$14.4M
5
AAPL icon
Apple
AAPL
+$12.1M

Sector Composition

1 Technology 23.58%
2 Financials 11.27%
3 Consumer Discretionary 10.61%
4 Healthcare 7.77%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.61M 0.04%
3,677
-529
352
$1.61M 0.03%
77,137
-208
353
$1.61M 0.03%
10,079
-90
354
$1.59M 0.03%
6,952
-277
355
$1.58M 0.03%
16,051
356
$1.51M 0.03%
39,286
+229
357
$1.5M 0.03%
5,093
-12
358
$1.49M 0.03%
10,892
-503
359
$1.47M 0.03%
10,680
+62
360
$1.46M 0.03%
1,936
-24
361
$1.46M 0.03%
14,632
-369
362
$1.46M 0.03%
26,536
-244
363
$1.45M 0.03%
16,577
-11
364
$1.44M 0.03%
28,678
+4,890
365
$1.44M 0.03%
49,858
-848
366
$1.43M 0.03%
28,332
-2,094
367
$1.43M 0.03%
3,351
-439
368
$1.42M 0.03%
13,570
-25
369
$1.41M 0.03%
14,246
-1,835
370
$1.4M 0.03%
14,054
+526
371
$1.38M 0.03%
842
-9
372
$1.38M 0.03%
57,147
-9,154
373
$1.37M 0.03%
27,223
+1,120
374
$1.36M 0.03%
73,548
+94
375
$1.35M 0.03%
4,541
-60
13 14
15
16 17