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
$2.11B
AUM Growth
-$87.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$13.8M
3
+$12.9M
4
AAPL icon
Apple
AAPL
+$12.4M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$11.9M

Top Sells

1
+$17.9M
2
+$10.3M
3
+$9.28M
4
BERY
Berry Global Group, Inc.
BERY
+$9.26M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$8.01M

Sector Composition

1 Technology 14.98%
2 Financials 9.88%
3 Consumer Discretionary 9.06%
4 Healthcare 8.79%
5 Communication Services 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$260K 0.01%
6,925
-12,017
452
$259K 0.01%
20,900
453
$259K 0.01%
5,854
-1,461
454
$255K 0.01%
522
-109
455
$254K 0.01%
914
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456
$251K 0.01%
5,310
-7,952
457
$251K 0.01%
48,509
458
$250K 0.01%
1,854
-2,512
459
$248K 0.01%
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-17
460
$247K 0.01%
57,739
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461
$246K 0.01%
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462
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463
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+5,533
464
$243K 0.01%
+33,406
465
$242K 0.01%
1,001
+188
466
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467
$239K 0.01%
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468
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$238K 0.01%
1,397
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470
$237K 0.01%
7,231
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471
$237K 0.01%
831
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472
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+11,765
473
$232K 0.01%
7,271
-1,971
474
$227K 0.01%
+9,963
475
$225K 0.01%
+3,323
17 18
19
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