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
$1.01B
AUM Growth
+$681M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$21.7M
3
+$19.4M
4
AMZN icon
Amazon
AMZN
+$19.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$17.2M

Top Sells

1
+$1.69M
2
+$1.46M
3
+$873K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$765K
5
MDLZ icon
Mondelez International
MDLZ
+$734K

Sector Composition

1 Technology 15.48%
2 Consumer Discretionary 9.99%
3 Financials 8.89%
4 Healthcare 7.91%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$852K 0.08%
+7,217
177
$840K 0.08%
+1,361
178
$838K 0.08%
12,349
+8,432
179
$823K 0.08%
5,806
+3,427
180
$810K 0.08%
+1,495
181
$804K 0.08%
+27,300
182
$795K 0.08%
+11,623
183
$770K 0.08%
+1,675
184
$770K 0.08%
+5,797
185
$767K 0.08%
+5,524
186
$752K 0.07%
+23,128
187
$752K 0.07%
+18,239
188
$735K 0.07%
+8,488
189
$731K 0.07%
+2,154
190
$731K 0.07%
+2,772
191
$727K 0.07%
+6,570
192
$724K 0.07%
9,878
+4,778
193
$692K 0.07%
+15,336
194
$687K 0.07%
15,576
+10,766
195
$672K 0.07%
+7,849
196
$665K 0.07%
+6,825
197
$664K 0.07%
+1,366
198
$642K 0.06%
+18,640
199
$635K 0.06%
1,941
+1,109
200
$633K 0.06%
+16,704
6 7
8
9 10