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
$2.32B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$8.08M
3
+$8.04M
4
CDNS icon
Cadence Design Systems
CDNS
+$7.88M
5
SAFE
Safehold Inc.
SAFE
+$7.61M

Top Sells

1
+$12.2M
2
+$11M
3
+$10.5M
4
BUG icon
Global X Cybersecurity ETF
BUG
+$10.5M
5
MTG icon
MGIC Investment
MTG
+$9.87M

Sector Composition

1 Technology 16.06%
2 Healthcare 9.53%
3 Financials 9.29%
4 Consumer Discretionary 8.09%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.33M 0.23%
32,237
+2,584
102
$5.23M 0.23%
149,849
+7,736
103
$5.16M 0.22%
28,558
+1,145
104
$5.1M 0.22%
46,477
+2,318
105
$5M 0.22%
40,208
-10,570
106
$5M 0.22%
16,182
+960
107
$4.99M 0.22%
7,045
+440
108
$4.98M 0.21%
16,161
+944
109
$4.97M 0.21%
64,177
-1,609
110
$4.88M 0.21%
97,440
+6,090
111
$4.81M 0.21%
78,022
-51,923
112
$4.79M 0.21%
42,040
-15,837
113
$4.77M 0.21%
85,390
+3,530
114
$4.73M 0.2%
44,793
+3,046
115
$4.7M 0.2%
22,069
+2,424
116
$4.65M 0.2%
97,621
+10,038
117
$4.61M 0.2%
29,027
+308
118
$4.55M 0.2%
214,052
+4,638
119
$4.53M 0.2%
30,612
+340
120
$4.5M 0.19%
149,200
+17,450
121
$4.49M 0.19%
50,659
-2,924
122
$4.27M 0.18%
190,571
-7,053
123
$4.26M 0.18%
237,472
124
$4.18M 0.18%
86,414
+3,146
125
$4.08M 0.18%
10,199
-103
3 4
5
6 7