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
526
$332K 0.01%
+16,651
527
$331K 0.01%
645
+128
528
$329K 0.01%
668
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529
$326K 0.01%
3,600
-1,179
530
$323K 0.01%
3,304
531
$322K 0.01%
25,964
-24,890
532
$322K 0.01%
1,942
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533
$320K 0.01%
5,087
-11,375
534
$320K 0.01%
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535
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+4,285
536
$313K 0.01%
2,267
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537
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538
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34,982
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539
$310K 0.01%
826
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540
$310K 0.01%
3,859
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541
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2,100
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544
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545
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17,815
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546
$303K 0.01%
5,646
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548
$296K 0.01%
2,343
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549
$296K 0.01%
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550
$294K 0.01%
5,552
+13
20 21
22
23 24