NW

NewEdge Wealth Portfolio holdings

AUM $6.98B
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
-$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13.7M
3
+$12.9M
4
MNTV
Momentive Global Inc. Common Stock
MNTV
+$11.6M
5
AZO icon
AutoZone
AZO
+$11.5M

Top Sells

1
+$20.2M
2
+$17.6M
3
+$10.6M
4
ASH icon
Ashland
ASH
+$9.67M
5
DLB icon
Dolby
DLB
+$9.61M

Sector Composition

1 Technology 14.86%
2 Financials 9.1%
3 Healthcare 8.59%
4 Consumer Discretionary 8.39%
5 Real Estate 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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