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
$5.77B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$17.6M
3
+$15.7M
4
MSFT icon
Microsoft
MSFT
+$15.3M
5
ORCL icon
Oracle
ORCL
+$14.9M

Top Sells

1
+$27.9M
2
+$15.4M
3
+$12.4M
4
FROG icon
JFrog
FROG
+$8.82M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$8.76M

Sector Composition

1 Technology 24.17%
2 Financials 12.59%
3 Consumer Discretionary 10.19%
4 Communication Services 7.26%
5 Healthcare 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.39M 0.02%
36,427
+5,665
427
$1.39M 0.02%
9,269
+1,137
428
$1.37M 0.02%
28,389
+4,156
429
$1.37M 0.02%
170,117
+70,117
430
$1.36M 0.02%
25,176
+255
431
$1.35M 0.02%
95,036
432
$1.32M 0.02%
45,377
-4,866
433
$1.32M 0.02%
26,484
434
$1.31M 0.02%
2,929
+1,145
435
$1.3M 0.02%
12,991
-285
436
$1.28M 0.02%
281,660
-2,800
437
$1.28M 0.02%
14,355
-1,655
438
$1.28M 0.02%
18,119
+2,434
439
$1.27M 0.02%
10,283
-1,609
440
$1.27M 0.02%
4,998
-163
441
$1.25M 0.02%
5,651
+1,648
442
$1.24M 0.02%
456,249
+1,639
443
$1.24M 0.02%
16,263
+1,935
444
$1.23M 0.02%
109,250
+47,200
445
$1.22M 0.02%
+32,762
446
$1.22M 0.02%
9,227
-1,171
447
$1.21M 0.02%
4,345
+1,112
448
$1.2M 0.02%
4,733
-3,647
449
$1.2M 0.02%
4,545
-415
450
$1.19M 0.02%
13,288
-2,573
16 17
18
19 20