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
$3.16B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.1M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$13.7M
5
ADBE icon
Adobe
ADBE
+$13.2M

Top Sells

1
+$44.3M
2
+$12.7M
3
+$12.1M
4
EXPD icon
Expeditors International
EXPD
+$10.1M
5
IPG icon
Interpublic Group of Companies
IPG
+$9.97M

Sector Composition

1 Technology 21.07%
2 Financials 11.18%
3 Consumer Discretionary 9.36%
4 Healthcare 8.47%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$550K 0.02%
2,011
+50
452
$546K 0.02%
1,322
-5
453
$539K 0.02%
9,745
-3,314
454
$536K 0.02%
33,619
+4,133
455
$532K 0.02%
1,486
+35
456
$526K 0.02%
10,208
+4,550
457
$515K 0.02%
61,846
+5,035
458
$514K 0.02%
3,854
+1,294
459
$510K 0.02%
12,576
-446
460
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16,219
461
$505K 0.02%
12,746
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462
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3,098
+5
463
$495K 0.02%
8,404
+4,485
464
$487K 0.02%
437
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465
$487K 0.02%
2,907
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466
$480K 0.02%
+9,511
467
$473K 0.02%
15,745
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468
$467K 0.01%
3,779
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469
$462K 0.01%
2,348
-349
470
$460K 0.01%
26,728
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471
$459K 0.01%
21,975
-52
472
$449K 0.01%
9,018
+1,160
473
$446K 0.01%
2,920
+945
474
$436K 0.01%
4,240
-8,723
475
$436K 0.01%
+9,191
17 18
19
20 21