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
$5.77B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$17.6M
3
+$15.7M
4
MSFT icon
Microsoft
MSFT
+$15.3M
5
ORCL icon
Oracle
ORCL
+$14.9M

Top Sells

1
+$27.9M
2
+$15.4M
3
+$12.4M
4
FROG icon
JFrog
FROG
+$8.82M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$8.76M

Sector Composition

1 Technology 24.17%
2 Financials 12.59%
3 Consumer Discretionary 10.19%
4 Communication Services 7.26%
5 Healthcare 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$422K 0.01%
2,257
-751
677
$417K 0.01%
+8,752
678
$416K 0.01%
4,178
+289
679
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680
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3,193
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681
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+16,712
682
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683
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2,339
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12,189
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685
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25,385
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686
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699
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687
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688
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689
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690
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693
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2,221
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685
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696
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697
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-92
698
$386K 0.01%
+6,345
699
$386K 0.01%
13,696
-270
700
$385K 0.01%
16,200
-1,350
26 27
28
29 30