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
$2.32B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$8.08M
3
+$8.04M
4
CDNS icon
Cadence Design Systems
CDNS
+$7.88M
5
SAFE
Safehold Inc.
SAFE
+$7.61M

Top Sells

1
+$12.2M
2
+$11M
3
+$10.5M
4
BUG icon
Global X Cybersecurity ETF
BUG
+$10.5M
5
MTG icon
MGIC Investment
MTG
+$9.87M

Sector Composition

1 Technology 16.06%
2 Healthcare 9.53%
3 Financials 9.29%
4 Consumer Discretionary 8.09%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.6M 0.54%
397,160
+253,367
52
$12.4M 0.53%
62,318
+2,582
53
$12M 0.52%
24,588
+1,207
54
$11.9M 0.51%
98,512
-820
55
$11.9M 0.51%
65,718
-51,787
56
$11.5M 0.5%
34,230
-631
57
$11.4M 0.49%
54,880
+3,615
58
$11.3M 0.49%
129,267
+734
59
$11.1M 0.48%
41,548
+404
60
$10.7M 0.46%
322,149
+18,556
61
$10.4M 0.45%
39,674
+2,323
62
$10.4M 0.45%
64,140
+6,036
63
$10.3M 0.44%
101,782
-27,168
64
$10.3M 0.44%
220,541
+13,850
65
$10.3M 0.44%
326,770
-1,832
66
$10.3M 0.44%
79,251
+5,482
67
$10.3M 0.44%
59,030
+3,080
68
$10.2M 0.44%
112,682
+6,682
69
$10.2M 0.44%
22,304
+3,065
70
$9.73M 0.42%
45,949
-158
71
$9.58M 0.41%
195,169
-3,416
72
$9.56M 0.41%
44,624
+3,366
73
$9.54M 0.41%
27,430
+197
74
$9.46M 0.41%
113,149
+5,929
75
$9.28M 0.4%
110,449
-100,205
1 2
3
4 5