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
126
$4.02M 0.17%
29,620
+338
127
$3.94M 0.17%
40,636
-715
128
$3.87M 0.17%
9,964
-354
129
$3.82M 0.16%
10,876
-3,004
130
$3.56M 0.15%
9,262
+5,506
131
$3.51M 0.15%
17,073
+820
132
$3.5M 0.15%
14,742
+1,100
133
$3.47M 0.15%
41,519
+3,415
134
$3.41M 0.15%
41,308
+8,988
135
$3.35M 0.14%
23,654
+260
136
$3.35M 0.14%
19,070
+1,014
137
$3.3M 0.14%
+34,438
138
$3.26M 0.14%
20,771
-245
139
$3.22M 0.14%
14,917
-2,691
140
$3.2M 0.14%
36,113
+6,706
141
$3.2M 0.14%
547,501
142
$3.14M 0.14%
27,778
+305
143
$3.12M 0.13%
102,336
-8,286
144
$3.11M 0.13%
19,096
+220
145
$3.09M 0.13%
45,916
+280
146
$3.09M 0.13%
14,172
+50
147
$3.08M 0.13%
83,338
+5,591
148
$3.07M 0.13%
17,981
-4,870
149
$3.04M 0.13%
45,650
+1,847
150
$3.03M 0.13%
12,220
-538
4 5
6
7 8