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
$3.16B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.1M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$13.7M
5
ADBE icon
Adobe
ADBE
+$13.2M

Top Sells

1
+$44.3M
2
+$12.7M
3
+$12.1M
4
EXPD icon
Expeditors International
EXPD
+$10.1M
5
IPG icon
Interpublic Group of Companies
IPG
+$9.97M

Sector Composition

1 Technology 21.07%
2 Financials 11.18%
3 Consumer Discretionary 9.36%
4 Healthcare 8.47%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.6M 0.53%
288,807
-33,385
52
$16.4M 0.52%
70,012
+17,285
53
$16.3M 0.52%
80,253
-8,166
54
$16.2M 0.51%
116,881
+29,742
55
$16.1M 0.51%
273,528
+72,399
56
$15.9M 0.5%
587,977
+29,603
57
$15.9M 0.5%
388,934
+46,224
58
$15.9M 0.5%
102,231
-7,625
59
$15.8M 0.5%
147,314
+17,074
60
$15.6M 0.5%
311,760
-11,262
61
$15.1M 0.48%
329,341
+21,042
62
$14.6M 0.46%
54,179
+7,712
63
$14.6M 0.46%
167,842
+162,081
64
$14.5M 0.46%
71,326
+869
65
$14.4M 0.46%
92,398
+9,427
66
$13.9M 0.44%
+697,728
67
$13.5M 0.43%
145,306
+6,477
68
$13.5M 0.43%
165,587
+25,162
69
$13.5M 0.43%
106,123
+8,761
70
$13.1M 0.41%
78,576
+19,060
71
$13.1M 0.41%
31,928
+3,623
72
$13M 0.41%
87,377
+8,675
73
$13M 0.41%
158,676
+146,749
74
$12.9M 0.41%
227,031
-38,012
75
$12.7M 0.4%
34,086
+3,197
1 2
3
4 5