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
476
$225K 0.01%
+894
477
$225K 0.01%
5,405
-4,105
478
$223K 0.01%
1,635
-4,127
479
$221K 0.01%
8,188
-7,982
480
$220K 0.01%
+2,487
481
$220K 0.01%
+5,480
482
$214K 0.01%
6,554
+856
483
$213K 0.01%
4,892
-672
484
$211K 0.01%
+1,351
485
$211K 0.01%
2,938
-2,931
486
$210K 0.01%
+2,300
487
$208K 0.01%
+639
488
$206K 0.01%
+2,819
489
$206K 0.01%
+3,389
490
$206K 0.01%
+10,619
491
$203K 0.01%
+1,176
492
$203K 0.01%
+10,128
493
$203K 0.01%
+1,836
494
$202K 0.01%
2,524
+355
495
$200K 0.01%
3,912
-4,810
496
$197K 0.01%
17,870
-7,642
497
$177K 0.01%
+50,500
498
$167K 0.01%
18,186
-4,205
499
$159K 0.01%
13,788
+199
500
$151K 0.01%
+13,802
18 19
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