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
376
$469K 0.02%
+2,125
377
$466K 0.02%
+8,521
378
$465K 0.02%
2,116
+55
379
$465K 0.02%
3,355
-155
380
$455K 0.02%
4,022
+33
381
$451K 0.02%
1,448
+554
382
$450K 0.02%
2,521
+117
383
$450K 0.02%
13,295
+11
384
$450K 0.02%
+3,604
385
$449K 0.02%
1,743
+395
386
$442K 0.02%
7,967
-2,122
387
$439K 0.02%
23,530
-1,256
388
$437K 0.02%
369
-31
389
$434K 0.02%
+32,568
390
$431K 0.02%
6,578
-14
391
$430K 0.02%
19,510
392
$426K 0.02%
1,732
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393
$426K 0.02%
+12,000
394
$426K 0.02%
3,173
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395
$422K 0.02%
5,515
+2,022
396
$406K 0.02%
13,108
-29
397
$402K 0.02%
+6,476
398
$397K 0.02%
12,090
+423
399
$397K 0.02%
7,181
-667
400
$391K 0.02%
26,476
-6,331
14 15
16
17 18