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
201
$2.15M 0.09%
43,664
-1,416
202
$2.1M 0.09%
54,852
+975
203
$2.1M 0.09%
63,402
-38,048
204
$2.09M 0.09%
6,543
-114
205
$2.08M 0.09%
3,777
+952
206
$2.08M 0.09%
27,897
+5,703
207
$2.07M 0.09%
8,638
+532
208
$2.04M 0.09%
6,383
+4
209
$2.04M 0.09%
31,012
+1,118
210
$2.03M 0.09%
29,921
+1,450
211
$2M 0.09%
3,336
+182
212
$1.98M 0.09%
46,112
+1,549
213
$1.98M 0.09%
4,576
-33
214
$1.93M 0.08%
7,731
-30
215
$1.92M 0.08%
18,990
+5,729
216
$1.89M 0.08%
12,701
+314
217
$1.86M 0.08%
13,712
-281
218
$1.86M 0.08%
29,101
+1,009
219
$1.84M 0.08%
7,473
+301
220
$1.83M 0.08%
11,606
-15
221
$1.83M 0.08%
29,521
+5,344
222
$1.83M 0.08%
28,807
+617
223
$1.81M 0.08%
46,061
-5,096
224
$1.79M 0.08%
23,198
+1,654
225
$1.79M 0.08%
48,895
+3,979
7 8
9
10 11