NA

NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$29.5M
3
+$27.2M
4
WFC icon
Wells Fargo
WFC
+$26.2M
5
BND icon
Vanguard Total Bond Market
BND
+$24.9M

Top Sells

1
+$51.4M
2
+$44.3M
3
+$28.7M
4
UL icon
Unilever
UL
+$26M
5
MS icon
Morgan Stanley
MS
+$25.8M

Sector Composition

1 Technology 13.53%
2 Financials 5.66%
3 Healthcare 5.48%
4 Consumer Discretionary 4.76%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$24.3K ﹤0.01%
493
2502
$24.2K ﹤0.01%
307
+130
2503
$24.2K ﹤0.01%
+203
2504
$24.2K ﹤0.01%
+1,203
2505
$24.1K ﹤0.01%
1,200
-400
2506
$23.9K ﹤0.01%
1,227
+865
2507
$23.8K ﹤0.01%
+1,488
2508
$23.7K ﹤0.01%
1,361
+16
2509
$23.6K ﹤0.01%
943
-219
2510
$23.5K ﹤0.01%
204
2511
$23.4K ﹤0.01%
2,055
2512
$23.3K ﹤0.01%
3,574
-53,839
2513
$23.2K ﹤0.01%
793
+6
2514
$23.2K ﹤0.01%
1,258
+3
2515
$23.1K ﹤0.01%
508
+74
2516
$23K ﹤0.01%
+453
2517
$23K ﹤0.01%
296
-26
2518
$23K ﹤0.01%
458
-8
2519
$22.9K ﹤0.01%
635
2520
$22.9K ﹤0.01%
600
2521
$22.9K ﹤0.01%
297
+85
2522
$22.9K ﹤0.01%
232
2523
$22.8K ﹤0.01%
1,406
+412
2524
$22.8K ﹤0.01%
+201
2525
$22.7K ﹤0.01%
471
-51
99 100
101
102 103