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
651
$260K 0.01%
3,702
-128
652
$258K 0.01%
140,845
653
$257K 0.01%
2,302
-1,298
654
$257K 0.01%
4,695
+98
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$255K 0.01%
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656
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+7,600
657
$253K 0.01%
3,431
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658
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659
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+5,071
660
$250K 0.01%
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-5
661
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663
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1,240
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664
$246K 0.01%
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665
$245K 0.01%
+2,170
666
$245K 0.01%
1,672
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667
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668
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669
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670
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15,466
-9,090
671
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672
$239K 0.01%
4,618
673
$236K 0.01%
2,794
+2
674
$232K 0.01%
+2,782
675
$231K 0.01%
+2,485
25 26
27
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