NW
NewEdge Wealth Portfolio holdings
AUM
$6.38B
1-Year Return
21.73%
This Quarter Return
+12.93%
1 Year Return
+21.73%
3 Year Return
+80.8%
5 Year Return
–
10 Year Return
–
AUM
$3.91B
AUM Growth
+$756M
(+24%)
Cap. Flow
+$384M
Cap. Flow
% of AUM
9.82%
Top 10 Holdings %
Top 10 Hldgs %
21.95%
Holding
771
New
125
Increased
299
Reduced
273
Closed
36
Top Buys
| 1 |
Microsoft
MSFT
|
$26.7M |
| 2 |
Apple
AAPL
|
$21.8M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$19.4M |
| 4 |
Wells Fargo
WFC
|
$18.4M |
| 5 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$18.1M |
Top Sells
| 1 |
Fortinet
FTNT
|
$16.1M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$14.3M |
| 3 |
Skyworks Solutions
SWKS
|
$12.6M |
| 4 |
Accenture
ACN
|
$11.9M |
| 5 |
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% |
