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
676
$229K 0.01%
4,968
-10,999
677
$228K 0.01%
12,074
678
$228K 0.01%
4,374
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679
$228K 0.01%
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680
$226K 0.01%
+1,931
681
$226K 0.01%
+1,134
682
$225K 0.01%
+3,568
683
$224K 0.01%
561
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684
$224K 0.01%
1,664
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685
$222K 0.01%
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686
$221K 0.01%
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687
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-35
688
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689
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690
$219K 0.01%
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691
$217K 0.01%
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692
$216K 0.01%
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693
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694
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695
$215K 0.01%
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696
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$215K 0.01%
4,023
698
$213K 0.01%
3,848
-5,663
699
$211K 0.01%
+9,350
700
$211K 0.01%
25,885
26 27
28
29 30