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
126
$3.44M 0.14%
+87,228
127
$3.37M 0.14%
162,694
+4,543
128
$3.23M 0.14%
+38,000
129
$3.18M 0.13%
20,880
+240
130
$3.16M 0.13%
+11,849
131
$3.13M 0.13%
+72,849
132
$3.08M 0.13%
+374,900
133
$2.98M 0.12%
+6,242
134
$2.94M 0.12%
4,889
-243
135
$2.93M 0.12%
+204,339
136
$2.89M 0.12%
7,265
+3,079
137
$2.88M 0.12%
18,770
-29
138
$2.87M 0.12%
12,759
-15,073
139
$2.78M 0.12%
4,666
+179
140
$2.69M 0.11%
+23,421
141
$2.69M 0.11%
18,560
+1,960
142
$2.65M 0.11%
19,057
+8
143
$2.58M 0.11%
87,720
+13,370
144
$2.54M 0.11%
4,495
+194
145
$2.5M 0.1%
10,323
+319
146
$2.49M 0.1%
19,529
-12
147
$2.48M 0.1%
57,686
-9,581
148
$2.48M 0.1%
6,571
+173
149
$2.47M 0.1%
44,384
+8,484
150
$2.46M 0.1%
5,059
4 5
6
7 8