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
$2.32B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$8.08M
3
+$8.04M
4
CDNS icon
Cadence Design Systems
CDNS
+$7.88M
5
SAFE
Safehold Inc.
SAFE
+$7.61M

Top Sells

1
+$12.2M
2
+$11M
3
+$10.5M
4
BUG icon
Global X Cybersecurity ETF
BUG
+$10.5M
5
MTG icon
MGIC Investment
MTG
+$9.87M

Sector Composition

1 Technology 16.06%
2 Healthcare 9.53%
3 Financials 9.29%
4 Consumer Discretionary 8.09%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$296K 0.01%
9,774
-664
452
$296K 0.01%
+1,553
453
$293K 0.01%
12,933
-1,869
454
$287K 0.01%
4,435
-55
455
$287K 0.01%
3,597
-665
456
$287K 0.01%
3,343
-724
457
$287K 0.01%
2,876
-3
458
$286K 0.01%
8,243
+55
459
$282K 0.01%
6,901
+157
460
$281K 0.01%
4,068
-992
461
$280K 0.01%
86,905
+60,402
462
$278K 0.01%
2,487
463
$275K 0.01%
59,337
+1,598
464
$275K 0.01%
7,425
+573
465
$272K 0.01%
+5,215
466
$272K 0.01%
940
-214
467
$270K 0.01%
2,328
-949
468
$270K 0.01%
3,672
469
$267K 0.01%
5,353
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470
$267K 0.01%
5,919
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471
$266K 0.01%
+14,397
472
$264K 0.01%
10,208
-64,220
473
$262K 0.01%
2,251
-228
474
$262K 0.01%
49,500
-1,000
475
$256K 0.01%
5,500
17 18
19
20 21