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
$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
State Street 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
576
$360K 0.01%
+20,786
577
$360K 0.01%
5,555
+3
578
$357K 0.01%
10,952
-10,966
579
$357K 0.01%
1,381
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580
$355K 0.01%
6,391
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581
$354K 0.01%
7,100
582
$354K 0.01%
2,069
-198
583
$353K 0.01%
21,815
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584
$351K 0.01%
35,453
-2,461
585
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619
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586
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17,810
-8,918
587
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2,587
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588
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3,802
-57
589
$340K 0.01%
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590
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3,304
591
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592
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593
$335K 0.01%
5,025
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594
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595
$334K 0.01%
16,651
596
$332K 0.01%
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597
$331K 0.01%
+7,318
598
$329K 0.01%
3,565
-550
599
$327K 0.01%
+2,354
600
$326K 0.01%
13,665
-23,701
22 23
24
25 26