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
401
$985K 0.03%
+12,142
402
$980K 0.03%
4,119
-347
403
$974K 0.02%
4,283
+2,152
404
$958K 0.02%
7,493
+1,000
405
$957K 0.02%
19,160
+946
406
$956K 0.02%
6,049
-1,099
407
$955K 0.02%
15,693
-499
408
$952K 0.02%
20,647
-771
409
$947K 0.02%
19,810
-2,965
410
$944K 0.02%
68,407
-1,841
411
$929K 0.02%
4,513
-159
412
$926K 0.02%
64,920
+1,290
413
$924K 0.02%
+3,559
414
$923K 0.02%
33,733
-1,623
415
$915K 0.02%
8,992
+2,130
416
$913K 0.02%
21,572
+1,100
417
$900K 0.02%
6,616
+334
418
$897K 0.02%
2,326
+18
419
$891K 0.02%
35,130
-2,280
420
$885K 0.02%
52,723
+3,924
421
$877K 0.02%
4,408
+1,488
422
$865K 0.02%
8,489
+241
423
$860K 0.02%
5,217
-223
424
$860K 0.02%
29,361
+1,806
425
$856K 0.02%
5,206
+1,200
15 16
17
18 19