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
$5.54B
AUM Growth
+$925M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$39.2M
3
+$32.9M
4
MSFT icon
Microsoft
MSFT
+$22.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

1
+$29.8M
2
+$19.8M
3
+$15.3M
4
LULU icon
lululemon athletica
LULU
+$14.9M
5
VRSN icon
VeriSign
VRSN
+$13.6M

Sector Composition

1 Technology 23.23%
2 Financials 11.51%
3 Consumer Discretionary 10.12%
4 Healthcare 8.01%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.29M 0.02%
5,435
+3,139
427
$1.29M 0.02%
4,598
+1,746
428
$1.27M 0.02%
+4,011
429
$1.26M 0.02%
86,694
+18,000
430
$1.26M 0.02%
100,000
431
$1.26M 0.02%
13,818
+5,578
432
$1.26M 0.02%
8,640
+1,965
433
$1.23M 0.02%
6,137
+858
434
$1.23M 0.02%
14,026
-488
435
$1.22M 0.02%
3,137
+444
436
$1.21M 0.02%
75,597
+7,190
437
$1.21M 0.02%
19,728
+2,903
438
$1.21M 0.02%
13,276
+2,377
439
$1.2M 0.02%
32,133
+757
440
$1.2M 0.02%
7,392
-1
441
$1.19M 0.02%
+13,160
442
$1.18M 0.02%
+14,328
443
$1.18M 0.02%
9,863
+150
444
$1.17M 0.02%
5,817
+518
445
$1.15M 0.02%
86,800
-2,316
446
$1.15M 0.02%
33,208
+16,807
447
$1.14M 0.02%
19,973
448
$1.14M 0.02%
9,691
+1,978
449
$1.13M 0.02%
52,951
+10,014
450
$1.13M 0.02%
+10,833
16 17
18
19 20