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
476
$255K 0.01%
7,426
+11
477
$255K 0.01%
1,577
-467
478
$251K 0.01%
+1,948
479
$247K 0.01%
3,665
-6,683
480
$247K 0.01%
2,969
+31
481
$246K 0.01%
3,404
+15
482
$246K 0.01%
3,645
-110
483
$245K 0.01%
24,345
-26,000
484
$245K 0.01%
14,356
-5,591
485
$239K 0.01%
+12,553
486
$238K 0.01%
11,043
+915
487
$238K 0.01%
+6,273
488
$236K 0.01%
1,003
+76
489
$236K 0.01%
3,324
+1
490
$235K 0.01%
2,303
+3
491
$235K 0.01%
+1,632
492
$233K 0.01%
+5,038
493
$233K 0.01%
7,302
+31
494
$231K 0.01%
870
-44
495
$229K 0.01%
3,157
-90
496
$228K 0.01%
3,463
-449
497
$226K 0.01%
+12,074
498
$226K 0.01%
2,250
-981
499
$223K 0.01%
+7,472
500
$223K 0.01%
+520
18 19
20
21 22