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
26
$27.5M 0.87%
132,291
+957
27
$27.4M 0.87%
365,079
+7,004
28
$27.4M 0.87%
451,740
+67,260
29
$26.6M 0.84%
823,692
+121,700
30
$25M 0.79%
132,428
+1,251
31
$24.7M 0.78%
2,754,341
-17,542
32
$23.4M 0.74%
312,395
+47,137
33
$23.4M 0.74%
28,432
+7,099
34
$23.3M 0.74%
1,026,564
+36,478
35
$22.4M 0.71%
176,039
-20,932
36
$22.2M 0.7%
1,327,630
+189,871
37
$21.7M 0.69%
395,422
+47,156
38
$21M 0.67%
768,471
-53,427
39
$20.5M 0.65%
40,750
-139
40
$20M 0.63%
75,759
+7,206
41
$19M 0.6%
332,545
+45,145
42
$19M 0.6%
91,425
+23,592
43
$18.6M 0.59%
60,497
+4,256
44
$18.4M 0.58%
534,862
+73,624
45
$17.9M 0.57%
455,366
+4,195
46
$17.5M 0.56%
365,002
+58,430
47
$17.4M 0.55%
119,996
+4,713
48
$17.2M 0.54%
266,772
+24,201
49
$16.9M 0.54%
270,120
+62,420
50
$16.7M 0.53%
399,731
+36,272
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