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
376
$1.34M 0.03%
90,322
377
$1.34M 0.03%
10,902
-118
378
$1.33M 0.03%
6,216
-1,243
379
$1.33M 0.03%
12,597
+41
380
$1.32M 0.03%
28,815
-480
381
$1.28M 0.03%
276,465
+5,054
382
$1.27M 0.03%
+100,000
383
$1.26M 0.03%
39,220
-84
384
$1.21M 0.03%
2,702
-403
385
$1.21M 0.03%
5,103
-122
386
$1.21M 0.03%
442,801
-1,306
387
$1.21M 0.03%
2,668
-484
388
$1.2M 0.03%
29,562
-1,089
389
$1.2M 0.03%
7,929
-27
390
$1.2M 0.03%
24,719
-167
391
$1.19M 0.03%
14,514
392
$1.19M 0.03%
102,676
-28,905
393
$1.17M 0.03%
95,036
+2,000
394
$1.17M 0.03%
89,116
-3,840
395
$1.17M 0.03%
2,991
+26
396
$1.16M 0.03%
89,703
-1,619
397
$1.14M 0.02%
7,393
-81
398
$1.12M 0.02%
36,080
-324
399
$1.12M 0.02%
8,667
-117
400
$1.11M 0.02%
68,407
14 15
16
17 18