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
401
$391K 0.02%
23,927
-4,347
402
$388K 0.02%
17,000
403
$385K 0.02%
5,964
-128
404
$383K 0.02%
11,052
-589
405
$383K 0.02%
13,813
+196
406
$380K 0.02%
2,865
-2
407
$380K 0.02%
1,290
-165
408
$379K 0.02%
3,212
-282
409
$378K 0.02%
23,563
+56
410
$378K 0.02%
3,589
-49
411
$377K 0.02%
1,417
-339
412
$375K 0.02%
37,692
+3,992
413
$374K 0.02%
2,888
-545
414
$374K 0.02%
3,099
+1
415
$362K 0.02%
1,479
-8,372
416
$357K 0.02%
18,515
-5,028
417
$354K 0.02%
2,047
-227
418
$348K 0.02%
+2,463
419
$346K 0.01%
+6,919
420
$346K 0.01%
4,934
+18
421
$345K 0.01%
2,200
+196
422
$343K 0.01%
6,524
-1,058
423
$339K 0.01%
17,071
+2,628
424
$339K 0.01%
6,729
-917
425
$338K 0.01%
4,842
-690
15 16
17
18 19