NW

NewEdge Wealth Portfolio holdings

AUM $6.98B
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.62B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.9M
3
+$15.2M
4
FROG icon
JFrog
FROG
+$13.9M
5
ABBV icon
AbbVie
ABBV
+$12.2M

Top Sells

1
+$25.8M
2
+$19.9M
3
+$15.3M
4
SCHW icon
Charles Schwab
SCHW
+$14.4M
5
AAPL icon
Apple
AAPL
+$12.1M

Sector Composition

1 Technology 23.58%
2 Financials 11.27%
3 Consumer Discretionary 10.61%
4 Healthcare 7.77%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$956K 0.02%
2,976
-31
427
$955K 0.02%
37,430
+1,702
428
$945K 0.02%
31,936
-1,785
429
$945K 0.02%
72,993
+2,365
430
$940K 0.02%
16,191
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431
$916K 0.02%
6,675
-1,587
432
$906K 0.02%
35,940
433
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9,752
-1,743
434
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3,067
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435
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10,899
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436
$886K 0.02%
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437
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41,837
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438
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5,206
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439
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42,937
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440
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442
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4,778
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443
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444
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1,727
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445
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446
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18,067
+205
447
$821K 0.02%
20,905
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448
$811K 0.02%
2,706
-691
449
$811K 0.02%
23,751
+13,060
450
$806K 0.02%
8,993
-78
16 17
18
19 20