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
426
$338K 0.01%
+3,232
427
$338K 0.01%
9,872
-36,458
428
$337K 0.01%
2,250
+16
429
$336K 0.01%
3,448
-15
430
$331K 0.01%
3,414
-823
431
$329K 0.01%
3,202
-23
432
$326K 0.01%
2,270
+288
433
$325K 0.01%
5,782
-1,541
434
$324K 0.01%
2,386
-775
435
$323K 0.01%
5,053
-1,170
436
$320K 0.01%
+5,995
437
$320K 0.01%
3,556
-417
438
$319K 0.01%
6,756
+240
439
$319K 0.01%
+5,033
440
$319K 0.01%
4,576
+4
441
$319K 0.01%
1,469
-78
442
$318K 0.01%
6,849
-389
443
$316K 0.01%
3,590
+1,066
444
$316K 0.01%
+5,138
445
$313K 0.01%
6,916
+1,511
446
$312K 0.01%
2,605
-342
447
$308K 0.01%
11,662
-5,744
448
$308K 0.01%
+9,987
449
$301K 0.01%
6,925
450
$300K 0.01%
16,510
+438
16 17
18
19 20