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
$5.77B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$17.6M
3
+$15.7M
4
MSFT icon
Microsoft
MSFT
+$15.3M
5
ORCL icon
Oracle
ORCL
+$14.9M

Top Sells

1
+$27.9M
2
+$15.4M
3
+$12.4M
4
FROG icon
JFrog
FROG
+$8.82M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$8.76M

Sector Composition

1 Technology 24.17%
2 Financials 12.59%
3 Consumer Discretionary 10.19%
4 Communication Services 7.26%
5 Healthcare 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$815K 0.01%
9,947
+675
527
$814K 0.01%
5,845
-4,151
528
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673
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531
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4,490
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532
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4,242
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533
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534
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8,154
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535
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537
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538
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539
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57,606
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9,547
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$741K 0.01%
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547
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14,103
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548
$738K 0.01%
71,238
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549
$733K 0.01%
2,953
-132
550
$722K 0.01%
5,466
-611
20 21
22
23 24