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
$4.46B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$26.4M
3
+$25.8M
4
FTNT icon
Fortinet
FTNT
+$22M
5
LULU icon
lululemon athletica
LULU
+$20.4M

Top Sells

1
+$17.9M
2
+$16.3M
3
+$13.5M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$13M
5
HON icon
Honeywell
HON
+$12.4M

Sector Composition

1 Technology 21.72%
2 Financials 11.87%
3 Consumer Discretionary 10.35%
4 Healthcare 7.46%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.37M 0.03%
33,330
-2,119
377
$1.36M 0.03%
3,152
+826
378
$1.35M 0.03%
29,295
-503
379
$1.34M 0.03%
13,528
+8,188
380
$1.32M 0.03%
271,411
-50,596
381
$1.31M 0.03%
10,618
+5,763
382
$1.31M 0.03%
+26,103
383
$1.3M 0.03%
20,956
+3,983
384
$1.3M 0.03%
3,105
+307
385
$1.29M 0.03%
11,020
-925
386
$1.28M 0.03%
851
+62
387
$1.28M 0.03%
4,601
-348
388
$1.27M 0.03%
37,828
+2,982
389
$1.27M 0.03%
90,322
+6,255
390
$1.26M 0.03%
5,225
+1,174
391
$1.26M 0.03%
73,454
+8,238
392
$1.26M 0.03%
30,651
+725
393
$1.24M 0.03%
7,510
-1,820
394
$1.23M 0.03%
24,886
+2,567
395
$1.23M 0.03%
4,046
+1,385
396
$1.22M 0.03%
5,834
+554
397
$1.22M 0.03%
13,178
-119,582
398
$1.22M 0.03%
12,556
+5,696
399
$1.2M 0.03%
92,956
400
$1.2M 0.03%
4,771
+1,088
14 15
16
17 18