NW

NewEdge Wealth Portfolio holdings

AUM $6.98B
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
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
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
151
$3.89M 0.12%
48,988
+3,988
152
$3.89M 0.12%
19,668
-242
153
$3.87M 0.12%
173,213
+1,933
154
$3.86M 0.12%
55,808
+9,844
155
$3.85M 0.12%
37,731
+5,243
156
$3.79M 0.12%
10,131
+864
157
$3.76M 0.12%
148,353
-24,533
158
$3.75M 0.12%
70,308
+61,908
159
$3.72M 0.12%
16,681
+1,334
160
$3.64M 0.12%
20,913
-347
161
$3.58M 0.11%
51,608
+1,613
162
$3.56M 0.11%
13,973
-3,161
163
$3.55M 0.11%
9,387
+690
164
$3.51M 0.11%
70,829
165
$3.51M 0.11%
15,278
+1,871
166
$3.45M 0.11%
60,264
+5,758
167
$3.44M 0.11%
11,559
+939
168
$3.43M 0.11%
33,300
+775
169
$3.42M 0.11%
125,198
+832
170
$3.41M 0.11%
19,295
+2,741
171
$3.34M 0.11%
70,732
+24,286
172
$3.32M 0.11%
17,467
-1,279
173
$3.32M 0.11%
62,644
-658
174
$3.31M 0.1%
16,895
+1,524
175
$3.3M 0.1%
5,104
-354
5 6
7
8 9