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
$3.91B
AUM Growth
+$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$21.8M
3
+$19.4M
4
WFC icon
Wells Fargo
WFC
+$18.4M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$18.1M

Top Sells

1
+$16.1M
2
+$14.3M
3
+$12.6M
4
ACN icon
Accenture
ACN
+$11.9M
5
KMB icon
Kimberly-Clark
KMB
+$10.3M

Sector Composition

1 Technology 21.67%
2 Financials 11.83%
3 Consumer Discretionary 8.79%
4 Healthcare 8.36%
5 Communication Services 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$411K 0.01%
3,730
-3
552
$403K 0.01%
7,828
+364
553
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10,679
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555
$398K 0.01%
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556
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13,468
557
$388K 0.01%
+7,915
558
$386K 0.01%
761
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559
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11,052
560
$382K 0.01%
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561
$381K 0.01%
657
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562
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13,270
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563
$379K 0.01%
24,885
-1,542
564
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565
$379K 0.01%
+17,175
566
$378K 0.01%
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$371K 0.01%
4,247
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571
$370K 0.01%
3,889
572
$366K 0.01%
659
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573
$364K 0.01%
+12,104
574
$364K 0.01%
+3,565
575
$363K 0.01%
13,772
+2,616
21 22
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