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
$4.62B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.9M
3
+$15.2M
4
FROG icon
JFrog
FROG
+$13.9M
5
ABBV icon
AbbVie
ABBV
+$12.2M

Top Sells

1
+$25.8M
2
+$19.9M
3
+$15.3M
4
SCHW icon
Charles Schwab
SCHW
+$14.4M
5
AAPL icon
Apple
AAPL
+$12.1M

Sector Composition

1 Technology 23.58%
2 Financials 11.27%
3 Consumer Discretionary 10.61%
4 Healthcare 7.77%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$443K 0.01%
909
+299
577
$441K 0.01%
11,445
+127
578
$436K 0.01%
483
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579
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580
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3,016
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581
$423K 0.01%
8,596
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582
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11,052
583
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51,053
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584
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586
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588
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3,030
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590
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591
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22,131
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596
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597
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1,184
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598
$389K 0.01%
6,968
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599
$388K 0.01%
+10,942
600
$384K 0.01%
27,337
-3,857
22 23
24
25 26