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
376
$1.15M 0.03%
8,494
+5,129
377
$1.13M 0.03%
16,748
-318
378
$1.12M 0.03%
14,578
-561
379
$1.11M 0.03%
22,319
+949
380
$1.11M 0.03%
16,877
-1,998
381
$1.1M 0.03%
21,488
-6,710
382
$1.09M 0.03%
50,441
+1,548
383
$1.08M 0.03%
92,956
-6,513
384
$1.08M 0.03%
35,499
-5,672
385
$1.08M 0.03%
16,737
-4,915
386
$1.07M 0.03%
4,278
+282
387
$1.06M 0.03%
4,051
-720
388
$1.06M 0.03%
44,358
+1,820
389
$1.05M 0.03%
16,973
-399
390
$1.05M 0.03%
+3,090
391
$1.04M 0.03%
20,796
+903
392
$1.03M 0.03%
432,897
-79
393
$1.03M 0.03%
11,814
+1,834
394
$1.02M 0.03%
+19,976
395
$1.02M 0.03%
3,683
-915
396
$1.02M 0.03%
+52,425
397
$1.01M 0.03%
9,789
-723
398
$996K 0.03%
59,596
-2,730
399
$994K 0.03%
15,209
-266
400
$992K 0.03%
+15,064
14 15
16
17 18