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
$2.11B
AUM Growth
-$87.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$13.8M
3
+$12.9M
4
AAPL icon
Apple
AAPL
+$12.4M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$11.9M

Top Sells

1
+$17.9M
2
+$10.3M
3
+$9.28M
4
BERY
Berry Global Group, Inc.
BERY
+$9.26M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$8.01M

Sector Composition

1 Technology 14.98%
2 Financials 9.88%
3 Consumer Discretionary 9.06%
4 Healthcare 8.79%
5 Communication Services 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$295K 0.01%
2,947
-414
427
$295K 0.01%
+18,966
428
$294K 0.01%
6,852
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429
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3,225
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430
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431
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+3,463
432
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1,191
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433
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434
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436
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439
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440
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445
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446
$265K 0.01%
16,072
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447
$264K 0.01%
25,887
448
$263K 0.01%
559
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449
$261K 0.01%
+2,196
450
$260K 0.01%
927
-2,652
16 17
18
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