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
826
$214K ﹤0.01%
+1,462
827
$213K ﹤0.01%
5,099
-41,509
828
$212K ﹤0.01%
+6,023
829
$211K ﹤0.01%
+1,570
830
$209K ﹤0.01%
+2,885
831
$209K ﹤0.01%
1,057
-122
832
$209K ﹤0.01%
1,706
-225
833
$208K ﹤0.01%
+2,095
834
$208K ﹤0.01%
+17,500
835
$206K ﹤0.01%
+2,447
836
$206K ﹤0.01%
4,100
-3,000
837
$205K ﹤0.01%
+4,928
838
$204K ﹤0.01%
+1,511
839
$204K ﹤0.01%
+1,618
840
$203K ﹤0.01%
+1,007
841
$202K ﹤0.01%
+993
842
$202K ﹤0.01%
15,585
-4,952
843
$202K ﹤0.01%
+1,534
844
$201K ﹤0.01%
+2,647
845
$178K ﹤0.01%
16,450
-2,500
846
$171K ﹤0.01%
18,936
+52
847
$166K ﹤0.01%
11,278
+787
848
$163K ﹤0.01%
67,500
-32,500
849
$150K ﹤0.01%
61,537
+39,309
850
$148K ﹤0.01%
12,823
+384
32 33
34
35 36