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
626
$476K 0.01%
+9,017
627
$473K 0.01%
11,321
-124
628
$473K 0.01%
13,966
+2,182
629
$471K 0.01%
2,025
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630
$471K 0.01%
3,169
+50
631
$470K 0.01%
+8,897
632
$469K 0.01%
1,948
+645
633
$467K 0.01%
+5,953
634
$462K 0.01%
13,468
635
$462K 0.01%
9,795
-1,277
636
$458K 0.01%
41,675
+6,145
637
$456K 0.01%
8,533
+2,406
638
$456K 0.01%
2,025
+444
639
$456K 0.01%
+16,192
640
$455K 0.01%
91,463
641
$454K 0.01%
+1,650
642
$454K 0.01%
15,965
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643
$453K 0.01%
26,839
-1,500
644
$450K 0.01%
4,023
+1,444
645
$447K 0.01%
3,310
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646
$445K 0.01%
5,302
-131
647
$442K 0.01%
9,309
-203
648
$441K 0.01%
3,436
+1,230
649
$439K 0.01%
4,276
+1,617
650
$433K 0.01%
30,054
+19,689
24 25
26
27 28