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
$3.91B
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
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
626
$292K 0.01%
13,395
-716
627
$291K 0.01%
1,612
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628
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+245,000
629
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630
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2,354
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631
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632
$283K 0.01%
+23,128
633
$283K 0.01%
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634
$281K 0.01%
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635
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22,772
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636
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637
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638
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6,000
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639
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640
$273K 0.01%
15,077
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641
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642
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5,317
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645
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646
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647
$265K 0.01%
4,477
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648
$264K 0.01%
+21,536
649
$263K 0.01%
1,062
+33
650
$261K 0.01%
+2,640
24 25
26
27 28