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
101
$5.88M 0.25%
+9,314
102
$5.77M 0.24%
10,157
+805
103
$5.73M 0.24%
26,722
+2,595
104
$5.69M 0.24%
13,031
+12,108
105
$5.59M 0.23%
132,941
+3,694
106
$5.43M 0.23%
172,770
+61,172
107
$5.17M 0.22%
+23,589
108
$5.05M 0.21%
24,202
+22,512
109
$5.05M 0.21%
7,670
+155
110
$4.98M 0.21%
65,649
-78,972
111
$4.83M 0.2%
42,379
+3,197
112
$4.83M 0.2%
66,577
+5,011
113
$4.67M 0.2%
57,449
+3,438
114
$4.66M 0.2%
12,578
+368
115
$4.3M 0.18%
+58,815
116
$4.27M 0.18%
44,865
-108,830
117
$4.25M 0.18%
120,290
+7,776
118
$4.21M 0.18%
+237,472
119
$4.21M 0.18%
12,159
+1,578
120
$3.97M 0.17%
+9,534
121
$3.89M 0.16%
+5,730
122
$3.7M 0.16%
142,911
+15,260
123
$3.69M 0.15%
84,591
+17,647
124
$3.67M 0.15%
+39,504
125
$3.61M 0.15%
43,777
+1,457
3 4
5
6 7