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
$2.39B
AUM Growth
+$706M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$44.8M
3
+$23.2M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$22.1M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$19.7M

Top Sells

1
+$41.8M
2
+$25.6M
3
+$21.1M
4
DLB icon
Dolby
DLB
+$10.4M
5
TJX icon
TJX Companies
TJX
+$6M

Sector Composition

1 Technology 12.62%
2 Real Estate 10.64%
3 Communication Services 7.96%
4 Financials 7.82%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.2M 0.47%
65,221
+3,535
52
$11M 0.46%
41,138
+2,547
53
$10.8M 0.45%
311,380
+49,737
54
$10.8M 0.45%
65,884
+4,376
55
$10.7M 0.45%
149,445
+3,480
56
$10.4M 0.44%
91,028
+10,525
57
$10.4M 0.44%
41,226
+2,909
58
$10.3M 0.43%
39,883
+1,476
59
$10.3M 0.43%
328,919
+51,303
60
$10.1M 0.42%
215,130
+4,560
61
$10.1M 0.42%
113,056
+19,883
62
$10M 0.42%
199,263
-2,623
63
$9.91M 0.42%
+22
64
$9.91M 0.42%
52,591
-1,232
65
$9.71M 0.41%
174,965
+31,671
66
$9.68M 0.41%
+53,547
67
$9.17M 0.38%
52,756
+7,142
68
$9.1M 0.38%
+70,419
69
$8.92M 0.37%
238,180
+7,296
70
$8.74M 0.37%
84,459
+5,394
71
$8.68M 0.36%
441,342
+9,818
72
$8.59M 0.36%
24,625
+1,384
73
$8.37M 0.35%
125,956
-25,099
74
$8.36M 0.35%
57,418
+32,969
75
$8.29M 0.35%
101,028
+1,917
1 2
3
4 5