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
$5.54B
AUM Growth
+$925M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$39.2M
3
+$32.9M
4
MSFT icon
Microsoft
MSFT
+$22.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

1
+$29.8M
2
+$19.8M
3
+$15.3M
4
LULU icon
lululemon athletica
LULU
+$14.9M
5
VRSN icon
VeriSign
VRSN
+$13.6M

Sector Composition

1 Technology 23.23%
2 Financials 11.51%
3 Consumer Discretionary 10.12%
4 Healthcare 8.01%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$611K 0.01%
+428
577
$607K 0.01%
11,798
+977
578
$606K 0.01%
2,201
+121
579
$604K 0.01%
2,550
+157
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$594K 0.01%
156,337
+27,515
581
$590K 0.01%
1,061
-3,809
582
$590K 0.01%
2,992
-227
583
$588K 0.01%
1,163
+254
584
$586K 0.01%
+24,985
585
$584K 0.01%
19,660
-1,245
586
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15,002
-166
587
$576K 0.01%
+7,742
588
$576K 0.01%
8,104
-1,614
589
$575K 0.01%
8,571
+1,027
590
$574K 0.01%
5,101
+1,025
591
$572K 0.01%
10,921
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592
$571K 0.01%
1,002
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593
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16,250
-509
594
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1,460
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595
$560K 0.01%
4,499
-58,034
596
$557K 0.01%
11,052
597
$554K 0.01%
5,143
-692
598
$551K 0.01%
14,817
+1,206
599
$550K 0.01%
3,085
+173
600
$548K 0.01%
9,509
-1,594
22 23
24
25 26