NA

NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55M
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$115K
2
+$12.1K
3
+$11.8K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.1K
5
AMGN icon
Amgen
AMGN
+$8.75K

Top Sells

1
+$3.21M
2
+$1.89M
3
+$1.59M
4
CC icon
Chemours
CC
+$1.44M
5
PVH icon
PVH
PVH
+$1.34M

Sector Composition

1 Consumer Discretionary 18.29%
2 Technology 6.87%
3 Financials 6.22%
4 Industrials 6.01%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.2K 0.08%
+14,768
227
$1.2K 0.08%
11,711
-68
228
$1.2K 0.08%
15,987
+3,191
229
$1.19K 0.08%
+20,917
230
$1.16K 0.08%
+39,096
231
$1.16K 0.07%
48,850
+5,221
232
$1.15K 0.07%
+11,777
233
$1.14K 0.07%
13,303
+334
234
$1.13K 0.07%
38,782
+6,586
235
$1.13K 0.07%
15,675
-4,358
236
$1.13K 0.07%
17,309
+95
237
$1.12K 0.07%
28,250
-750
238
$1.11K 0.07%
33,438
+9,882
239
$1.1K 0.07%
14,913
-675
240
$1.09K 0.07%
7,983
+3,931
241
$1.09K 0.07%
12,638
+2,126
242
$1.08K 0.07%
14,456
+6,656
243
$1.08K 0.07%
2,757
-15,245
244
$1.08K 0.07%
37,710
+7,498
245
$1.07K 0.07%
16,018
+11,330
246
$1.05K 0.07%
54,365
+3,073
247
$1.04K 0.07%
13,522
+1,762
248
$1.03K 0.07%
33,537
+288
249
$1.03K 0.07%
+21,195
250
$1.02K 0.07%
37,344
-1,277
8 9
10
11 12