NW
NewEdge Wealth Portfolio holdings
AUM
$6.38B
This Quarter Return
-5.04%
1 Year Return
+21.73%
3 Year Return
+80.8%
5 Year Return
–
10 Year Return
–
AUM
$2.11B
AUM Growth
+$2.11B
(-4%)
Cap. Flow
+$92.5M
Cap. Flow
% of AUM
4.38%
Top 10 Holdings %
Top 10 Hldgs %
23.04%
Holding
613
New
62
Increased
255
Reduced
187
Closed
96
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$32.1M |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$16.3M |
| 3 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$13.8M |
| 4 |
Uber
UBER
|
$12.9M |
| 5 |
Apple
AAPL
|
$12.4M |
Top Sells
| 1 |
iShares MSCI United Kingdom ETF
EWU
|
$17.9M |
| 2 |
Intel
INTC
|
$10.3M |
| 3 |
Zillow
Z
|
$9.28M |
| 4 |
BERY
Berry Global Group, Inc.
BERY
|
$9.26M |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
$8.01M |
Sector Composition
| 1 | Technology | 14.98% |
| 2 | Financials | 9.88% |
| 3 | Consumer Discretionary | 9.06% |
| 4 | Healthcare | 8.79% |
| 5 | Communication Services | 5.65% |
