NW

NewEdge Wealth Portfolio holdings

AUM $6.98B
1-Year Est. Return 22.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.98%
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
State Street 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
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