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
501
$223K 0.01%
+961
502
$223K 0.01%
2,317
-502
503
$221K 0.01%
789
-42
504
$220K 0.01%
+7,880
505
$220K 0.01%
1,248
-149
506
$218K 0.01%
7,242
+11
507
$218K 0.01%
+17,486
508
$217K 0.01%
5,438
-1,273
509
$215K 0.01%
+4,641
510
$213K 0.01%
1,004
+3
511
$209K 0.01%
+1,912
512
$207K 0.01%
9,129
-834
513
$206K 0.01%
1,391
-463
514
$205K 0.01%
+1,068
515
$205K 0.01%
+4,067
516
$204K 0.01%
+1,118
517
$202K 0.01%
+5,704
518
$202K 0.01%
+1,078
519
$200K 0.01%
+15,214
520
$200K 0.01%
18,510
+324
521
$184K 0.01%
16,638
+2,836
522
$144K 0.01%
20,189
+50
523
$142K 0.01%
+91,463
524
$134K 0.01%
10,752
+155
525
$131K 0.01%
+11,000
19 20
21
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