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
676
$374K 0.01%
+4,192
677
$374K 0.01%
30,774
+7,041
678
$373K 0.01%
16,755
+4,524
679
$371K 0.01%
+8,392
680
$366K 0.01%
12,556
-2,850
681
$363K 0.01%
7,549
+1,121
682
$361K 0.01%
7,558
-1,038
683
$359K 0.01%
30,000
684
$359K 0.01%
+1,807
685
$359K 0.01%
2,657
+321
686
$358K 0.01%
31,978
+85
687
$358K 0.01%
17,550
-200
688
$357K 0.01%
4,533
+309
689
$356K 0.01%
6,418
690
$354K 0.01%
+2,499
691
$354K 0.01%
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692
$353K 0.01%
29,272
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693
$350K 0.01%
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694
$349K 0.01%
19,360
-60
695
$345K 0.01%
14,279
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696
$345K 0.01%
8,007
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697
$342K 0.01%
4,256
-1,108
698
$340K 0.01%
+2,209
699
$339K 0.01%
+6,338
700
$337K 0.01%
+3,293
26 27
28
29 30