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
$4.46B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$26.4M
3
+$25.8M
4
FTNT icon
Fortinet
FTNT
+$22M
5
LULU icon
lululemon athletica
LULU
+$20.4M

Top Sells

1
+$17.9M
2
+$16.3M
3
+$13.5M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$13M
5
HON icon
Honeywell
HON
+$12.4M

Sector Composition

1 Technology 21.72%
2 Financials 11.87%
3 Consumer Discretionary 10.35%
4 Healthcare 7.46%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$525K 0.01%
7,172
+438
552
$525K 0.01%
+18,138
553
$525K 0.01%
4,182
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554
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4,495
-1,000
555
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2,053
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556
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+6,437
557
$519K 0.01%
11,072
+170
558
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+10,047
559
$512K 0.01%
21,262
+14
560
$511K 0.01%
12,952
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561
$505K 0.01%
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562
$500K 0.01%
3,087
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563
$494K 0.01%
5,194
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564
$493K 0.01%
1,337
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565
$490K 0.01%
1,711
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566
$488K 0.01%
6,341
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568
$482K 0.01%
13,243
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569
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4,241
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570
$480K 0.01%
11,032
-1,777
571
$479K 0.01%
3,424
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572
$478K 0.01%
9,587
-69,974
573
$470K 0.01%
4,335
+625
574
$469K 0.01%
+6,899
575
$469K 0.01%
9,678
-608
21 22
23
24 25