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
$5.54B
AUM Growth
+$925M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$39.2M
3
+$32.9M
4
MSFT icon
Microsoft
MSFT
+$22.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.6M

Top Sells

1
+$29.8M
2
+$19.8M
3
+$15.3M
4
LULU icon
lululemon athletica
LULU
+$14.9M
5
VRSN icon
VeriSign
VRSN
+$13.6M

Sector Composition

1 Technology 23.23%
2 Financials 11.51%
3 Consumer Discretionary 10.12%
4 Healthcare 8.01%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.97M 0.16%
50,075
+15,500
127
$8.97M 0.16%
143,939
+85,935
128
$8.97M 0.16%
142,330
+100,758
129
$8.76M 0.16%
315,624
-1,949
130
$8.59M 0.16%
17,490
+3,827
131
$8.52M 0.15%
25,709
+1,029
132
$8.49M 0.15%
43,469
+18,045
133
$8.49M 0.15%
67,935
+23,247
134
$8.48M 0.15%
34,816
-37
135
$8.46M 0.15%
8,906
+3,431
136
$8.44M 0.15%
49,648
+18,022
137
$8.27M 0.15%
56,124
+15,039
138
$8.21M 0.15%
13,586
+686
139
$8.14M 0.15%
13,167
+7,429
140
$7.66M 0.14%
161,308
+8,597
141
$7.4M 0.13%
38,691
+5,711
142
$7.37M 0.13%
66,827
+4,022
143
$7.34M 0.13%
12,717
+1,704
144
$7.23M 0.13%
212,620
-93,607
145
$7.18M 0.13%
59,150
+6,127
146
$7.06M 0.13%
132,706
+7,179
147
$6.91M 0.12%
10,934
+2,341
148
$6.81M 0.12%
77,309
-28,616
149
$6.81M 0.12%
22,871
+3,338
150
$6.79M 0.12%
24,413
+9,681
4 5
6
7 8