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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
2526
$11.8K ﹤0.01%
125
-201
2527
$11.8K ﹤0.01%
3,008
-732
2528
$11.6K ﹤0.01%
313
+183
2529
$11.6K ﹤0.01%
127
+98
2530
$11.6K ﹤0.01%
247
2531
$11.5K ﹤0.01%
586
+8
2532
$11.4K ﹤0.01%
1,266
-2,000
2533
$11.4K ﹤0.01%
900
2534
$11.3K ﹤0.01%
137
+90
2535
$11.2K ﹤0.01%
1,075
-140
2536
$11.2K ﹤0.01%
310
+37
2537
$11.2K ﹤0.01%
552
2538
$11.2K ﹤0.01%
1,100
2539
$11.2K ﹤0.01%
100
-457
2540
$11.1K ﹤0.01%
3,950
+1,500
2541
$11K ﹤0.01%
+285
2542
$11K ﹤0.01%
1,812
+17
2543
$10.9K ﹤0.01%
79
+74
2544
$10.9K ﹤0.01%
3,185
+3
2545
$10.9K ﹤0.01%
150
2546
$10.9K ﹤0.01%
500
+160
2547
$10.8K ﹤0.01%
68
-835
2548
$10.8K ﹤0.01%
400
2549
$10.8K ﹤0.01%
65
2550
$10.8K ﹤0.01%
515
+53
100 101
102
103 104