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
126
$5.57M 0.18%
9,168
+801
127
$5.1M 0.16%
49,781
-1,873
128
$5.05M 0.16%
31,732
-8,256
129
$5.02M 0.16%
23,549
+868
130
$5.01M 0.16%
58,485
-517,145
131
$5M 0.16%
33,401
-385
132
$4.98M 0.16%
99,339
+8,624
133
$4.91M 0.16%
17,328
+237
134
$4.79M 0.15%
23,470
+1,142
135
$4.72M 0.15%
21,459
-21,723
136
$4.71M 0.15%
40,029
+8,312
137
$4.6M 0.15%
151,175
-5,307
138
$4.59M 0.15%
25,731
-310
139
$4.56M 0.14%
12,082
-223
140
$4.35M 0.14%
14,876
-3,537
141
$4.35M 0.14%
91,350
-20,415
142
$4.21M 0.13%
11,817
+1,062
143
$4.2M 0.13%
83,401
-1,504
144
$4.16M 0.13%
21,421
-363
145
$4.11M 0.13%
237,472
146
$4.08M 0.13%
6,934
+1,970
147
$4.06M 0.13%
44,344
+1,474
148
$4.04M 0.13%
16,988
+1,318
149
$4.03M 0.13%
26,666
+1,591
150
$3.94M 0.12%
9,179
+872
4 5
6
7 8