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NW

NewEdge Wealth Portfolio holdings

AUM $8.38B
1-Year Est. Return 24.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.77B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$17.8M
3
+$15.9M
4
MSFT icon
Microsoft
MSFT
+$15.4M
5
AAPL icon
Apple
AAPL
+$14.8M

Top Sells

1
+$28.4M
2
+$15.5M
3
+$12.4M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$9.14M
5
FROG icon
JFrog
FROG
+$9.1M

Sector Composition

1 Technology 24.17%
2 Financials 12.59%
3 Consumer Discretionary 10.19%
4 Communication Services 7.26%
5 Healthcare 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
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-24,885
952
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-16,340
953
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-27,819
954
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-1,706
955
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-14,320
956
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-10,458
957
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-5,266
958
– –
-19,993
959
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-9,309
960
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-18,422
961
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-12,136
962
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963
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-10,000
964
– –
-19,660
965
– –
-1,511
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