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
651
$432K 0.01%
17,599
+6,393
652
$430K 0.01%
17,255
+166
653
$426K 0.01%
6,843
+251
654
$426K 0.01%
+116,006
655
$421K 0.01%
5,900
+16
656
$420K 0.01%
2,946
+232
657
$420K 0.01%
+8,887
658
$420K 0.01%
4,503
659
$419K 0.01%
2,799
+1,277
660
$419K 0.01%
39,639
+20
661
$415K 0.01%
3,889
662
$415K 0.01%
+5,167
663
$413K 0.01%
+2,153
664
$412K 0.01%
2,172
+269
665
$406K 0.01%
24,885
666
$402K 0.01%
+3,031
667
$400K 0.01%
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668
$399K 0.01%
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669
$390K 0.01%
3,186
+782
670
$387K 0.01%
14,864
671
$382K 0.01%
5,500
672
$380K 0.01%
5,607
+744
673
$375K 0.01%
+5,307
674
$375K 0.01%
3,721
-782
675
$374K 0.01%
1,668
-1,348
25 26
27
28 29