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
201
$1.42M 0.06%
29,737
202
$1.4M 0.06%
+8,587
203
$1.39M 0.06%
8,705
+314
204
$1.39M 0.06%
+43,318
205
$1.38M 0.06%
13,279
-880
206
$1.38M 0.06%
23,642
-28,036
207
$1.35M 0.06%
68,008
+1,976
208
$1.32M 0.06%
23,820
-6,868
209
$1.3M 0.05%
+7,261
210
$1.29M 0.05%
9,584
+1,668
211
$1.28M 0.05%
3,958
+111
212
$1.28M 0.05%
9,673
+363
213
$1.26M 0.05%
26,453
+478
214
$1.26M 0.05%
3,295
+247
215
$1.25M 0.05%
29,936
+1,661
216
$1.25M 0.05%
4,964
+1,793
217
$1.23M 0.05%
7,956
+2,097
218
$1.22M 0.05%
+23,137
219
$1.2M 0.05%
+381,326
220
$1.19M 0.05%
9,004
+987
221
$1.18M 0.05%
8,560
+1,500
222
$1.12M 0.05%
4,262
+516
223
$1.12M 0.05%
6,719
+933
224
$1.1M 0.05%
16,540
+3,390
225
$1.09M 0.05%
4,461
+643
7 8
9
10 11