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
776
$249K ﹤0.01%
3,434
-9
777
$249K ﹤0.01%
+3,591
778
$247K ﹤0.01%
10,000
779
$246K ﹤0.01%
4,065
780
$245K ﹤0.01%
+1,909
781
$245K ﹤0.01%
+1,167
782
$244K ﹤0.01%
1,970
783
$243K ﹤0.01%
+928
784
$240K ﹤0.01%
2,301
785
$239K ﹤0.01%
6,405
786
$239K ﹤0.01%
2,606
-7,146
787
$239K ﹤0.01%
+3,661
788
$239K ﹤0.01%
+4,018
789
$238K ﹤0.01%
+1,314
790
$237K ﹤0.01%
+7,147
791
$237K ﹤0.01%
39,178
-1,330
792
$236K ﹤0.01%
9,414
793
$236K ﹤0.01%
15,648
-35
794
$235K ﹤0.01%
+1,212
795
$235K ﹤0.01%
+12,654
796
$234K ﹤0.01%
+2,369
797
$233K ﹤0.01%
+11,535
798
$233K ﹤0.01%
+929
799
$231K ﹤0.01%
15,701
+3,165
800
$229K ﹤0.01%
+4,957
30 31
32
33 34