NW
NewEdge Wealth Portfolio holdings
AUM
$6.38B
1-Year Return
21.73%
This Quarter Return
-1.06%
1 Year Return
+21.73%
3 Year Return
+80.8%
5 Year Return
–
10 Year Return
–
AUM
$3.16B
AUM Growth
+$163M
(+5.4%)
Cap. Flow
+$218M
Cap. Flow
% of AUM
6.92%
Top 10 Holdings %
Top 10 Hldgs %
20.92%
Holding
682
New
50
Increased
314
Reduced
235
Closed
36
Top Buys
| 1 |
Microsoft
MSFT
|
+$14.9M |
| 2 |
Alibaba
BABA
|
+$14.1M |
| 3 |
EDR
Endeavor Group Holdings, Inc.
EDR
|
+$13.9M |
| 4 |
Apple
AAPL
|
+$13.7M |
| 5 |
Adobe
ADBE
|
+$13.2M |
Top Sells
| 1 |
NEWR
New Relic, Inc.
NEWR
|
+$44.3M |
| 2 |
AVTA
Avantax, Inc. Common Stock
AVTA
|
+$12.7M |
| 3 |
Principal Financial Group
PFG
|
+$12.1M |
| 4 |
Expeditors International
EXPD
|
+$10.1M |
| 5 |
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% |
