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
$5.52B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$42.7M
3
+$23.7M
4
NRG icon
NRG Energy
NRG
+$22.9M
5
QCOM icon
Qualcomm
QCOM
+$20.2M

Top Sells

1
+$25.4M
2
+$24.3M
3
+$22.7M
4
MCD icon
McDonald's
MCD
+$18.9M
5
DECK icon
Deckers Outdoor
DECK
+$18.1M

Sector Composition

1 Technology 22.47%
2 Financials 12.76%
3 Consumer Discretionary 10.6%
4 Healthcare 7.27%
5 Communication Services 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$636K 0.01%
42,690
577
$632K 0.01%
512
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578
$631K 0.01%
11,519
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579
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581
$626K 0.01%
9,184
582
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6,382
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583
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584
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585
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586
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587
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588
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589
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16,850
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590
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4,995
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594
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596
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597
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10,192
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16,618
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599
$598K 0.01%
1,997
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600
$596K 0.01%
27,698
+2,313
22 23
24
25 26