NW

NewEdge Wealth Portfolio holdings

AUM $6.38B
1-Year Est. Return 21.73%
This Quarter Est. Return
1 Year Est. Return
+21.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.39B
AUM Growth
+$706M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$44.8M
3
+$23.2M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$22.1M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$19.7M

Top Sells

1
+$41.8M
2
+$25.6M
3
+$21.1M
4
DLB icon
Dolby
DLB
+$10.4M
5
TJX icon
TJX Companies
TJX
+$6M

Sector Composition

1 Technology 12.62%
2 Real Estate 10.64%
3 Communication Services 7.96%
4 Financials 7.82%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.16M 0.34%
27,904
+644
77
$8.12M 0.34%
66,378
+7,692
78
$8.05M 0.34%
25,094
+2,013
79
$7.98M 0.33%
50,685
+1,595
80
$7.89M 0.33%
27,044
+1,796
81
$7.83M 0.33%
200,429
+17,825
82
$7.61M 0.32%
128,811
+50,611
83
$7.58M 0.32%
16,536
+13,972
84
$7.32M 0.31%
117,752
+99,819
85
$7.13M 0.3%
80,212
+3,963
86
$6.97M 0.29%
31,668
+2,464
87
$6.91M 0.29%
63,671
-1,179
88
$6.9M 0.29%
50,769
+1,297
89
$6.88M 0.29%
98,518
+2,486
90
$6.83M 0.29%
19,405
+7,432
91
$6.77M 0.28%
32,485
+1,899
92
$6.42M 0.27%
73,364
+4,924
93
$6.41M 0.27%
140,561
+3,207
94
$6.25M 0.26%
39,140
+1,493
95
$6.17M 0.26%
17,364
+1,376
96
$6.15M 0.26%
+52,606
97
$6.14M 0.26%
70,557
+46,508
98
$6.09M 0.26%
19,143
-7,199
99
$6.08M 0.25%
+191,274
100
$6.04M 0.25%
51,917
+1,408
2 3
4
5 6