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
$3.91B
AUM Growth
+$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$21.8M
3
+$19.4M
4
WFC icon
Wells Fargo
WFC
+$18.4M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$18.1M

Top Sells

1
+$16.1M
2
+$14.3M
3
+$12.6M
4
ACN icon
Accenture
ACN
+$11.9M
5
KMB icon
Kimberly-Clark
KMB
+$10.3M

Sector Composition

1 Technology 21.67%
2 Financials 11.83%
3 Consumer Discretionary 8.79%
4 Healthcare 8.36%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$599K 0.02%
16,641
-23
477
$591K 0.02%
1,972
-39
478
$591K 0.02%
936
+321
479
$586K 0.02%
3,655
+850
480
$584K 0.01%
16,070
-1,628
481
$581K 0.01%
+3,311
482
$579K 0.01%
+7,419
483
$578K 0.01%
8,710
-382
484
$574K 0.01%
+6,978
485
$572K 0.01%
2,195
-71
486
$568K 0.01%
6,860
+430
487
$565K 0.01%
9,763
-445
488
$556K 0.01%
6,609
-556
489
$553K 0.01%
13,776
-2,443
490
$547K 0.01%
+3,148
491
$543K 0.01%
+2,346
492
$542K 0.01%
3,678
-562
493
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453
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494
$541K 0.01%
7,098
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495
$541K 0.01%
2,238
+1,338
496
$541K 0.01%
8,220
-184
497
$537K 0.01%
5,547
-1,862
498
$534K 0.01%
6,897
-3,594
499
$533K 0.01%
91,463
500
$531K 0.01%
+2,493
18 19
20
21 22