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
$3.16B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$14.1M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$13.7M
5
ADBE icon
Adobe
ADBE
+$13.2M

Top Sells

1
+$44.3M
2
+$12.7M
3
+$12.1M
4
EXPD icon
Expeditors International
EXPD
+$10.1M
5
IPG icon
Interpublic Group of Companies
IPG
+$9.97M

Sector Composition

1 Technology 21.07%
2 Financials 11.18%
3 Consumer Discretionary 9.36%
4 Healthcare 8.47%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.7M 0.4%
62,656
+15,066
77
$12.2M 0.39%
57,389
+2,367
78
$11.9M 0.38%
325,840
-229,187
79
$11.7M 0.37%
63,477
+4,357
80
$11.6M 0.37%
74,693
+4,571
81
$11.4M 0.36%
257,015
+207,122
82
$11.4M 0.36%
+115,448
83
$11.3M 0.36%
204,221
+51,213
84
$11.2M 0.35%
147,896
+5,127
85
$11M 0.35%
196,605
-17,293
86
$10.6M 0.33%
+87,399
87
$10.5M 0.33%
87,387
+9,177
88
$10.2M 0.32%
+468,551
89
$10.2M 0.32%
220,842
+10,409
90
$10.1M 0.32%
116,220
+113,218
91
$9.95M 0.32%
39,766
-275
92
$9.94M 0.32%
68,169
+12,820
93
$9.78M 0.31%
108,144
+3,787
94
$9.42M 0.3%
27,094
+6,275
95
$9.38M 0.3%
34,444
+2,006
96
$9.36M 0.3%
48,049
+12
97
$9.18M 0.29%
+276,671
98
$8.98M 0.28%
351,247
-496,052
99
$8.82M 0.28%
93,538
-878
100
$8.56M 0.27%
64,910
+2,668
2 3
4
5 6