NW
NewEdge Wealth Portfolio holdings
AUM
$8.85B
1-Year Est. Return
23.36%
This Fund
S&P 500
1 Year Est. Return
+23.36%
AUM
$8.85B
AUM Growth
+$1.87B
(+27%)
Holding
1,206
Top Buys
| 1 | +$419M | |
| 2 | +$105M | |
| 3 | +$101M | |
| 4 |
iShares 1-3 Year International Treasury Bond ETF
ISHG
|
+$76.3M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$73.9M |
Top Sells
| 1 | +$40M | |
| 2 | +$20.4M | |
| 3 | +$18.8M | |
| 4 |
Ingredion
INGR
|
+$18.6M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
+$8.9M |
Sector Composition
| 1 | Technology | 23.28% |
| 2 | Financials | 12.23% |
| 3 | Consumer Discretionary | 7.49% |
| 4 | Communication Services | 6.56% |
| 5 | Healthcare | 6.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Resideo Technologies
REZI
$6.09B
| – | – |
-5,016
|
|
||
1202
Rambus
RMBS
$13.7B
| – | – |
-2,037
|
|
||
1203
Invesco Solar ETF
TAN
$1.49B
| – | – |
-4,068
|
|
||
1204
Atlassian
TEAM
$17.7B
| – | – |
-1,838
|
|
||
1205
Trade Desk
TTD
$10.6B
| – | – |
-7,963
|
|
||
|
ETH
1206
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.95B
| – | – |
-6,454
|
|