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
376
$861K 0.03%
+16,192
377
$859K 0.03%
19,893
+138
378
$855K 0.03%
9,980
-391
379
$855K 0.03%
18,214
+7,792
380
$851K 0.03%
51,326
+3,126
381
$844K 0.03%
13,264
-3,472
382
$837K 0.03%
4,672
+510
383
$820K 0.03%
16,606
+3,373
384
$807K 0.03%
8,909
+1
385
$807K 0.03%
34,862
+17,653
386
$807K 0.03%
6,282
-968
387
$806K 0.03%
11,544
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388
$799K 0.03%
11,200
389
$794K 0.03%
5,663
+193
390
$785K 0.02%
32,100
-10,475
391
$785K 0.02%
+3,996
392
$780K 0.02%
+14,225
393
$775K 0.02%
5,440
-1,227
394
$773K 0.02%
10,491
-554
395
$773K 0.02%
17,344
+240
396
$762K 0.02%
21,445
+8,168
397
$757K 0.02%
4,548
-37
398
$751K 0.02%
+39,599
399
$748K 0.02%
43,315
+4,077
400
$747K 0.02%
2,308
+370
14 15
16
17 18