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
801
$229K ﹤0.01%
11,364
-995
802
$227K ﹤0.01%
7,731
+679
803
$227K ﹤0.01%
+2,194
804
$226K ﹤0.01%
5,406
-167
805
$226K ﹤0.01%
+3,809
806
$226K ﹤0.01%
5,375
-436
807
$225K ﹤0.01%
+2,221
808
$225K ﹤0.01%
1,305
-2
809
$225K ﹤0.01%
+4,208
810
$223K ﹤0.01%
+5,052
811
$223K ﹤0.01%
4,733
-3,147
812
$223K ﹤0.01%
+5,317
813
$222K ﹤0.01%
+3,003
814
$222K ﹤0.01%
+9,709
815
$221K ﹤0.01%
1,142
-219
816
$221K ﹤0.01%
+2,575
817
$219K ﹤0.01%
+6,560
818
$219K ﹤0.01%
+1,935
819
$218K ﹤0.01%
+3,373
820
$217K ﹤0.01%
2,363
821
$217K ﹤0.01%
1,791
+71
822
$217K ﹤0.01%
+2,680
823
$215K ﹤0.01%
4,086
-4,102
824
$215K ﹤0.01%
+3,235
825
$214K ﹤0.01%
+3,737
31 32
33
34 35