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
$4.62B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.9M
3
+$15.2M
4
FROG icon
JFrog
FROG
+$13.9M
5
ABBV icon
AbbVie
ABBV
+$12.2M

Top Sells

1
+$25.8M
2
+$19.9M
3
+$15.3M
4
SCHW icon
Charles Schwab
SCHW
+$14.4M
5
AAPL icon
Apple
AAPL
+$12.1M

Sector Composition

1 Technology 23.58%
2 Financials 11.27%
3 Consumer Discretionary 10.61%
4 Healthcare 7.77%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$286K 0.01%
3,507
+590
652
$286K 0.01%
+5,058
653
$281K 0.01%
14,079
+1,440
654
$280K 0.01%
2,826
-24
655
$277K 0.01%
37,794
+5,542
656
$277K 0.01%
3,220
-326
657
$276K 0.01%
4,400
-2,500
658
$275K 0.01%
16,155
-727
659
$274K 0.01%
6,127
-403
660
$273K 0.01%
+885
661
$266K 0.01%
977
-65
662
$266K 0.01%
5,182
-135
663
$266K 0.01%
6,046
-13,165
664
$265K 0.01%
3,600
665
$263K 0.01%
4,115
+261
666
$262K 0.01%
1,307
-192
667
$261K 0.01%
1,852
+85
668
$260K 0.01%
2,579
-2,615
669
$259K 0.01%
10,792
-328
670
$258K 0.01%
1,915
+19
671
$258K 0.01%
+1,278
672
$258K 0.01%
9,675
-19
673
$257K 0.01%
20,537
-2,631
674
$257K 0.01%
2,352
-49
675
$256K 0.01%
1,303
-75
25 26
27
28 29