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
$3.16B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.1M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$13.7M
5
ADBE icon
Adobe
ADBE
+$13.2M

Top Sells

1
+$44.3M
2
+$12.7M
3
+$12.1M
4
EXPD icon
Expeditors International
EXPD
+$10.1M
5
IPG icon
Interpublic Group of Companies
IPG
+$9.97M

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
426
$647K 0.02%
13,015
427
$646K 0.02%
82,866
+23,459
428
$640K 0.02%
7,810
-99
429
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7,409
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430
$634K 0.02%
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431
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8,198
-2,511
432
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21,918
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433
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434
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558
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435
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-81
436
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437
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438
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439
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12,716
-22
440
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2,266
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441
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39,858
-7,882
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443
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17,698
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444
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7,428
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445
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7,165
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446
$574K 0.02%
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447
$562K 0.02%
7,919
+1,162
448
$559K 0.02%
9,092
-157
449
$553K 0.02%
16,664
+1,631
450
$551K 0.02%
4,065
-1,077
16 17
18
19 20