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
701
$209K 0.01%
2,768
-331
702
$209K 0.01%
+9,452
703
$208K 0.01%
11,304
-35
704
$207K 0.01%
+2,301
705
$205K 0.01%
59,924
+2,022
706
$205K 0.01%
22,514
+2,500
707
$204K 0.01%
+2,150
708
$204K 0.01%
+7,903
709
$196K 0.01%
+13,265
710
$196K 0.01%
15,648
711
$194K ﹤0.01%
16,637
+280
712
$185K ﹤0.01%
13,375
-378
713
$183K ﹤0.01%
18,202
-16,780
714
$183K ﹤0.01%
11,971
715
$182K ﹤0.01%
14,547
-1,316
716
$168K ﹤0.01%
17,663
+249
717
$154K ﹤0.01%
19,679
-279
718
$154K ﹤0.01%
10,500
719
$144K ﹤0.01%
11,702
+329
720
$136K ﹤0.01%
30,375
721
$127K ﹤0.01%
11,166
-3,849
722
$109K ﹤0.01%
+3,567
723
$86.1K ﹤0.01%
10,000
724
$65.4K ﹤0.01%
11,435
-8,160
725
$61.8K ﹤0.01%
+10,000
27 28
29
30 31