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
501
$531K 0.01%
+11,650
502
$531K 0.01%
3,418
-647
503
$530K 0.01%
2,352
+4
504
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32,608
-1,011
505
$529K 0.01%
+14,733
506
$527K 0.01%
3,750
-29
507
$526K 0.01%
5,340
+1,840
508
$522K 0.01%
+6,734
509
$519K 0.01%
12,234
-818
510
$506K 0.01%
14,085
+6,861
511
$502K 0.01%
+4,188
512
$501K 0.01%
5,584
+3,359
513
$500K 0.01%
4,118
+395
514
$499K 0.01%
3,330
+545
515
$492K 0.01%
+6,835
516
$482K 0.01%
4,829
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517
$479K 0.01%
4,923
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518
$478K 0.01%
+32,394
519
$478K 0.01%
24,541
-110
520
$477K 0.01%
12,345
-231
521
$477K 0.01%
7,902
+705
522
$470K 0.01%
21,248
-727
523
$467K 0.01%
16,750
-250
524
$464K 0.01%
+10,902
525
$463K 0.01%
63,189
-33,188
19 20
21
22 23