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
$325M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$19.5M
2 +$16.6M
3 +$12.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$11.2M
5
EFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$290K 0.09%
+6,581
127
$288K 0.09%
+1,813
128
$282K 0.09%
+6,005
129
$270K 0.08%
+605
130
$267K 0.08%
+6,549
131
$266K 0.08%
+8,969
132
$250K 0.08%
+1,179
133
$249K 0.08%
+648
134
$238K 0.07%
+1,483
135
$235K 0.07%
+6,938
136
$233K 0.07%
+1,000
137
$230K 0.07%
+1,036
138
$225K 0.07%
+4,810
139
$221K 0.07%
+884
140
$219K 0.07%
+832
141
$219K 0.07%
+3,917
142
$91K 0.03%
+10,762