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
$3.16B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.1M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$13.7M
5
ADBE icon
Adobe
ADBE
+$13.2M

Top Sells

1
+$44.3M
2
+$12.7M
3
+$12.1M
4
EXPD icon
Expeditors International
EXPD
+$10.1M
5
IPG icon
Interpublic Group of Companies
IPG
+$9.97M

Sector Composition

1 Technology 21.07%
2 Financials 11.18%
3 Consumer Discretionary 9.36%
4 Healthcare 8.47%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$242K 0.01%
4,564
-753
577
$241K 0.01%
2,230
-304
578
$240K 0.01%
+4,358
579
$240K 0.01%
3,600
580
$240K 0.01%
2,635
581
$239K 0.01%
+2,826
582
$237K 0.01%
7,857
+218
583
$235K 0.01%
+3,065
584
$234K 0.01%
91,463
585
$234K 0.01%
2,474
-48
586
$233K 0.01%
+3,032
587
$232K 0.01%
2,943
-843
588
$230K 0.01%
9,434
-221,419
589
$229K 0.01%
6,335
-3,840
590
$228K 0.01%
3,830
+15
591
$228K 0.01%
7,416
-76
592
$227K 0.01%
5,379
-1,242
593
$226K 0.01%
900
+34
594
$226K 0.01%
1,328
-97
595
$225K 0.01%
+2,049
596
$225K 0.01%
4,618
597
$222K 0.01%
6,691
-518
598
$220K 0.01%
1,521
-11,034
599
$219K 0.01%
2,225
-33
600
$219K 0.01%
+15,034
22 23
24
25 26