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
$2.32B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$8.08M
3
+$8.04M
4
CDNS icon
Cadence Design Systems
CDNS
+$7.88M
5
SAFE
Safehold Inc.
SAFE
+$7.61M

Top Sells

1
+$12.2M
2
+$11M
3
+$10.5M
4
BUG icon
Global X Cybersecurity ETF
BUG
+$10.5M
5
MTG icon
MGIC Investment
MTG
+$9.87M

Sector Composition

1 Technology 16.06%
2 Healthcare 9.53%
3 Financials 9.29%
4 Consumer Discretionary 8.09%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.5M 0.11%
9,747
+357
177
$2.5M 0.11%
23,673
-2,977
178
$2.47M 0.11%
6,155
+77
179
$2.47M 0.11%
36,347
+546
180
$2.46M 0.11%
60,245
+863
181
$2.45M 0.11%
15,522
+301
182
$2.45M 0.11%
+5,532
183
$2.43M 0.1%
4,442
-104
184
$2.43M 0.1%
8,225
-1,681
185
$2.42M 0.1%
116,707
-504,528
186
$2.41M 0.1%
27,600
+666
187
$2.41M 0.1%
4,412
+3,853
188
$2.38M 0.1%
62,598
-2,575
189
$2.36M 0.1%
99,736
+7,502
190
$2.35M 0.1%
9,740
+4,123
191
$2.29M 0.1%
32,502
+7,865
192
$2.28M 0.1%
45,662
+8
193
$2.28M 0.1%
13,083
+9,655
194
$2.28M 0.1%
13,757
+2,338
195
$2.27M 0.1%
9,565
+333
196
$2.26M 0.1%
16,343
-78
197
$2.26M 0.1%
10,794
+21
198
$2.25M 0.1%
33,306
-514
199
$2.19M 0.09%
4,287
+367
200
$2.18M 0.09%
20,705
+1,077
6 7
8
9 10