We are live on ! Find out more
NW

NewEdge Wealth Portfolio holdings

AUM $8.38B
1-Year Est. Return 24.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
-$87.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$15.3M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$14.1M
5
UBER icon
Uber
UBER
+$13.4M

Top Sells

1
+$17.9M
2
+$13.6M
3
+$11.3M
4
BERY
Berry Global Group, Inc.
BERY
+$10.9M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$8.49M

Sector Composition

1 Technology 14.98%
2 Financials 9.88%
3 Consumer Discretionary 9.05%
4 Healthcare 8.79%
5 Communication Services 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-3,859
552
– –
-13,063
553
– –
-7,078
554
– –
-5,458
555
– –
-7,538
556
– –
-7,339
557
– –
-1,251
558
– –
-11,938
559
– –
-3,813
560
– –
-18,687
561
– –
-6,222
562
– –
-9,590
563
– –
-15,228
564
– –
-2,577
565
– –
-4,051
566
– –
-9,467
567
– –
-1,527
568
– –
-12,820
569
– –
-1,361
570
– –
-62,537
571
– –
-4,258
572
– –
-11,648
573
– –
-4,280
574
– –
-3,778
575
– –
-28,617
21 22
23
24 25