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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
$9.1B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,735
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$39.4M
3
+$27.7M
4
SBUX icon
Starbucks
SBUX
+$26.9M
5
AVGO icon
Broadcom
AVGO
+$26.3M

Top Sells

1
+$26.3M
2
+$24.3M
3
+$23.4M
4
HON icon
Honeywell
HON
+$22.3M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.2M

Sector Composition

1 Technology 12.33%
2 Financials 5.59%
3 Healthcare 5.58%
4 Consumer Discretionary 4.62%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$12.5K ﹤0.01%
1,796
+1,200
2502
$12.5K ﹤0.01%
383
-34
2503
$12.4K ﹤0.01%
857
2504
$12.4K ﹤0.01%
1,938
2505
$12.4K ﹤0.01%
414
-34
2506
$12.3K ﹤0.01%
817
-122
2507
$12.3K ﹤0.01%
+371
2508
$12.3K ﹤0.01%
320
-6
2509
$12.2K ﹤0.01%
128
2510
$12.2K ﹤0.01%
386
2511
$12.1K ﹤0.01%
500
2512
$12.1K ﹤0.01%
250
2513
$12.1K ﹤0.01%
109
2514
$12.1K ﹤0.01%
58
+6
2515
$12.1K ﹤0.01%
1,246
2516
$12.1K ﹤0.01%
430
2517
$12K ﹤0.01%
366
2518
$12K ﹤0.01%
213
2519
$12K ﹤0.01%
15,000
2520
$11.9K ﹤0.01%
177
+138
2521
$11.9K ﹤0.01%
676
-2,197
2522
$11.9K ﹤0.01%
356
2523
$11.8K ﹤0.01%
1,149
2524
$11.8K ﹤0.01%
145
2525
$11.8K ﹤0.01%
1,917
+1,200
99 100
101
102 103