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
$4.62B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.9M
3
+$15.2M
4
FROG icon
JFrog
FROG
+$13.9M
5
ABBV icon
AbbVie
ABBV
+$12.2M

Top Sells

1
+$25.8M
2
+$19.9M
3
+$15.3M
4
SCHW icon
Charles Schwab
SCHW
+$14.4M
5
AAPL icon
Apple
AAPL
+$12.1M

Sector Composition

1 Technology 23.58%
2 Financials 11.27%
3 Consumer Discretionary 10.61%
4 Healthcare 7.77%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.8M 0.36%
128,341
-3,041
77
$16.7M 0.36%
114,200
-2,707
78
$16.5M 0.36%
158,225
+4,484
79
$16.2M 0.35%
326,469
-1,533
80
$16.1M 0.35%
127,695
+5,269
81
$16M 0.35%
156,638
+148,663
82
$15.5M 0.34%
286,966
+70,942
83
$15.5M 0.34%
492,842
+2,104
84
$15.2M 0.33%
327,567
+64,704
85
$14.7M 0.32%
80,366
-3,914
86
$14.7M 0.32%
230,535
-731
87
$14.6M 0.32%
58,329
+975
88
$14.4M 0.31%
197,498
+706
89
$14M 0.3%
27,984
-1,102
90
$13.9M 0.3%
+369,215
91
$13.7M 0.3%
119,433
+4,897
92
$13.6M 0.29%
183,405
+9,400
93
$13.6M 0.29%
76,402
-296
94
$13.2M 0.29%
317,835
-10,783
95
$12.9M 0.28%
221,706
+1,424
96
$12.8M 0.28%
469,932
+20,624
97
$12.6M 0.27%
14,862
-528
98
$12.5M 0.27%
163,466
+9,335
99
$11.3M 0.24%
+38,203
100
$11.2M 0.24%
27,605
-5,029
2 3
4
5 6