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
701
$334K 0.01%
2,100
+34
702
$333K 0.01%
+4,012
703
$332K 0.01%
2,092
-1,922
704
$331K 0.01%
3,182
-338
705
$330K 0.01%
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706
$329K 0.01%
+20,735
707
$328K 0.01%
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708
$325K 0.01%
5,943
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709
$324K 0.01%
4,032
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710
$322K 0.01%
6,302
-60,013
711
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712
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4,134
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713
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3,469
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714
$316K 0.01%
+1,402
715
$313K 0.01%
29,650
+5,963
716
$313K 0.01%
7,998
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717
$313K 0.01%
3,379
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719
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720
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721
$307K 0.01%
2,487
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722
$306K 0.01%
+2,349
723
$305K 0.01%
+523
724
$305K 0.01%
2,467
+467
725
$305K 0.01%
15,329
+329
27 28
29
30 31