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
$5.52B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$42.7M
3
+$23.7M
4
NRG icon
NRG Energy
NRG
+$22.9M
5
QCOM icon
Qualcomm
QCOM
+$20.2M

Top Sells

1
+$25.4M
2
+$24.3M
3
+$22.7M
4
MCD icon
McDonald's
MCD
+$18.9M
5
DECK icon
Deckers Outdoor
DECK
+$18.1M

Sector Composition

1 Technology 22.47%
2 Financials 12.76%
3 Consumer Discretionary 10.6%
4 Healthcare 7.27%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.36M 0.02%
13,724
+733
427
$1.35M 0.02%
5,450
+452
428
$1.34M 0.02%
17,508
-8,914
429
$1.33M 0.02%
20,264
-2,425
430
$1.32M 0.02%
4,840
+295
431
$1.32M 0.02%
21,380
-102
432
$1.3M 0.02%
9,883
+656
433
$1.3M 0.02%
19,850
-1,658
434
$1.28M 0.02%
12,867
+1,416
435
$1.27M 0.02%
5,704
-3,747
436
$1.25M 0.02%
18,242
-5,580
437
$1.24M 0.02%
39,430
+1,407
438
$1.24M 0.02%
5,118
-83
439
$1.23M 0.02%
36,020
+20,264
440
$1.23M 0.02%
29,317
+5,617
441
$1.22M 0.02%
14,423
+573
442
$1.21M 0.02%
8,174
-1,095
443
$1.21M 0.02%
4,576
-157
444
$1.2M 0.02%
27,061
+8,696
445
$1.17M 0.02%
5,652
+3,562
446
$1.15M 0.02%
180,005
+9,888
447
$1.15M 0.02%
21,556
+7
448
$1.15M 0.02%
34,277
+6,830
449
$1.14M 0.02%
5,512
+325
450
$1.14M 0.02%
10,668
+385
16 17
18
19 20