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
426
$844K 0.02%
10,632
-568
427
$833K 0.02%
4,539
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428
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4,658
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429
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47,097
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430
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431
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9,185
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432
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433
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-186
434
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435
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436
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437
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438
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16,116
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439
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2,380
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440
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12,800
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441
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29,613
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442
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23,097
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443
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11,693
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444
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445
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40,255
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446
$719K 0.02%
28,785
447
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2,827
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448
$703K 0.02%
16,647
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449
$701K 0.02%
+7,473
450
$696K 0.02%
10,778
+1,033
16 17
18
19 20