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
$4.62B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$17.9M
3
+$15.2M
4
FROG icon
JFrog
FROG
+$13.9M
5
ABBV icon
AbbVie
ABBV
+$12.2M

Top Sells

1
+$25.8M
2
+$19.9M
3
+$15.3M
4
SCHW icon
Charles Schwab
SCHW
+$14.4M
5
AAPL icon
Apple
AAPL
+$12.1M

Sector Composition

1 Technology 23.58%
2 Financials 11.27%
3 Consumer Discretionary 10.61%
4 Healthcare 7.77%
5 Communication Services 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.56M 0.12%
32,980
+118
152
$5.48M 0.12%
62,805
+1,151
153
$5.44M 0.12%
95,986
-46,590
154
$5.41M 0.12%
19,375
-37,716
155
$5.37M 0.12%
53,023
-649
156
$5.28M 0.11%
24,515
+16
157
$5.28M 0.11%
44,688
-4,166
158
$5.23M 0.11%
43,315
-3,198
159
$5.17M 0.11%
89,195
+126
160
$5.17M 0.11%
86,705
-3,360
161
$5.11M 0.11%
29,204
-288
162
$5.1M 0.11%
25,688
+378
163
$5.08M 0.11%
65,314
-16,774
164
$5.04M 0.11%
19,533
-903
165
$4.99M 0.11%
208,453
+3,907
166
$4.96M 0.11%
29,879
+392
167
$4.96M 0.11%
10,698
-48
168
$4.84M 0.1%
84,070
+6
169
$4.75M 0.1%
20,066
-62
170
$4.69M 0.1%
162,985
+1,486
171
$4.68M 0.1%
44,769
+338
172
$4.62M 0.1%
19,906
+33
173
$4.56M 0.1%
21,972
-275
174
$4.54M 0.1%
86,726
+912
175
$4.49M 0.1%
27,226
+131
5 6
7
8 9