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
501
$377K 0.01%
18,586
+34
502
$376K 0.01%
1,591
+246
503
$375K 0.01%
105,999
+19,199
504
$372K 0.01%
37,914
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505
$371K 0.01%
3,733
506
$369K 0.01%
+6,931
507
$362K 0.01%
10,906
-1,468
508
$361K 0.01%
3,605
-7,682
509
$360K 0.01%
1,402
+50
510
$359K 0.01%
24,556
+8,709
511
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518
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512
$356K 0.01%
2,785
513
$355K 0.01%
3,545
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514
$353K 0.01%
11,065
-8,063
515
$353K 0.01%
7,100
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516
$353K 0.01%
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517
$353K 0.01%
3,124
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518
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519
$344K 0.01%
3,889
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520
$343K 0.01%
9,274
-2,646
521
$343K 0.01%
11,052
522
$342K 0.01%
3,609
-35
523
$341K 0.01%
+2,805
524
$339K 0.01%
3,500
-840
525
$339K 0.01%
3,723
-200
19 20
21
22 23