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
$2.39B
AUM Growth
+$706M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$44.8M
3
+$23.2M
4
XT icon
iShares Future Exponential Technologies ETF
XT
+$22.1M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$19.7M

Top Sells

1
+$41.8M
2
+$25.6M
3
+$21.1M
4
DLB icon
Dolby
DLB
+$10.4M
5
TJX icon
TJX Companies
TJX
+$6M

Sector Composition

1 Technology 12.62%
2 Real Estate 10.64%
3 Communication Services 7.96%
4 Financials 7.82%
5 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.88M 0.08%
+93,036
177
$1.82M 0.08%
12,080
+68
178
$1.81M 0.08%
6,173
+230
179
$1.78M 0.07%
2,240
+182
180
$1.77M 0.07%
17,764
-206
181
$1.75M 0.07%
35,712
+7,536
182
$1.72M 0.07%
6,732
+216
183
$1.69M 0.07%
30,124
+476
184
$1.68M 0.07%
16,056
+588
185
$1.66M 0.07%
10,274
+1,563
186
$1.66M 0.07%
+3,203
187
$1.66M 0.07%
+52,958
188
$1.64M 0.07%
13,970
-24,368
189
$1.63M 0.07%
42,932
+1,388
190
$1.62M 0.07%
+6,938
191
$1.58M 0.07%
+197,553
192
$1.57M 0.07%
42,883
+1,964
193
$1.55M 0.07%
24,845
+907
194
$1.5M 0.06%
29,070
+1,191
195
$1.47M 0.06%
7,262
-11
196
$1.47M 0.06%
+21,480
197
$1.43M 0.06%
+31,576
198
$1.43M 0.06%
29,021
+5,243
199
$1.42M 0.06%
2,155
+490
200
$1.42M 0.06%
24,142
+6,611
6 7
8
9 10