NW
NewEdge Wealth Portfolio holdings
AUM
$6.38B
This Quarter Return
+11.51%
1 Year Return
+21.73%
3 Year Return
+80.8%
5 Year Return
–
10 Year Return
–
AUM
$325M
AUM Growth
–
Cap. Flow
+$325M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.83%
Holding
142
New
142
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$19.5M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$16.6M |
| 3 |
Microsoft
MSFT
|
$12.7M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.2M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$10.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.4% |
| 2 | Consumer Discretionary | 7.1% |
| 3 | Industrials | 6.28% |
| 4 | Financials | 6.08% |
| 5 | Healthcare | 5.91% |
