NW

NewEdge Wealth Portfolio holdings

AUM $8.85B
1-Year Est. Return 23.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.36%
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
+$16M
2
+$15.6M
3
+$14.8M
4
AAPL icon
Apple
AAPL
+$14.7M
5
ADBE icon
Adobe
ADBE
+$13.6M

Top Sells

1
+$41.7M
2
+$12.1M
3
+$11.8M
4
IPG
Interpublic Group of Companies
IPG
+$11.6M
5
EXPD icon
Expeditors International
EXPD
+$10.5M

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
401
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2,427
-321
402
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2,017
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403
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406
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13,052
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408
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414
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415
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96,377
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424
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4,365
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425
$663K 0.02%
2,437
-281
15 16
17
18 19