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
101
$8.24M 0.26%
189,360
-8,650
102
$8.17M 0.26%
63,463
+4,617
103
$7.78M 0.25%
258,131
-19,273
104
$7.75M 0.25%
102,010
+11,693
105
$7.69M 0.24%
46,934
+2,512
106
$7.69M 0.24%
45,622
+2,664
107
$7.54M 0.24%
13,342
-1,132
108
$7.28M 0.23%
17,555
-197
109
$7.18M 0.23%
78,618
-9,351
110
$7.02M 0.22%
20,048
+3,495
111
$7M 0.22%
117,861
+84,435
112
$6.91M 0.22%
13
113
$6.78M 0.21%
17,259
+2,388
114
$6.69M 0.21%
152,946
-38,565
115
$6.6M 0.21%
295,806
+31,938
116
$6.51M 0.21%
49,401
-496
117
$6.35M 0.2%
11,364
-554
118
$6.33M 0.2%
243,503
119
$6.19M 0.2%
36,534
+6,212
120
$6.09M 0.19%
113,343
+16,903
121
$6.03M 0.19%
58,539
+2,267
122
$6.02M 0.19%
11,782
-2,311
123
$5.97M 0.19%
57,228
-253
124
$5.71M 0.18%
27,156
-294
125
$5.69M 0.18%
60,539
+24,430