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
$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 icon
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
176
$3.29M 0.1%
32,700
+2,651
177
$3.23M 0.1%
16,120
-1,174
178
$3.17M 0.1%
32,723
-40,036
179
$3.12M 0.1%
73,724
+6,296
180
$3.03M 0.1%
211,899
181
$3.03M 0.1%
17,127
-199
182
$3.01M 0.1%
33,894
-3,471
183
$3M 0.1%
5,931
-1,121
184
$2.99M 0.09%
6,510
-132
185
$2.97M 0.09%
40,791
-651
186
$2.94M 0.09%
64,063
+19,131
187
$2.94M 0.09%
88,703
-1,120
188
$2.94M 0.09%
37,082
+3,005
189
$2.93M 0.09%
69,746
+1,665
190
$2.89M 0.09%
33,278
+224
191
$2.89M 0.09%
14,433
+2,466
192
$2.86M 0.09%
24,422
-3,416
193
$2.84M 0.09%
76,095
+25,676
194
$2.84M 0.09%
+57,500
195
$2.83M 0.09%
17,309
+1,418
196
$2.82M 0.09%
15,382
+1,262
197
$2.81M 0.09%
79,607
+17,521
198
$2.8M 0.09%
66,791
-3,530
199
$2.78M 0.09%
16,084
-232
200
$2.77M 0.09%
29,947
-93
6 7
8
9 10