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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
2551
$10.8K ﹤0.01%
2,308
+31
2552
$10.7K ﹤0.01%
427
-1,232
2553
$10.7K ﹤0.01%
1,000
-254
2554
$10.7K ﹤0.01%
1,600
2555
$10.7K ﹤0.01%
496
+8
2556
$10.6K ﹤0.01%
135
-162
2557
$10.6K ﹤0.01%
224
+1
2558
$10.5K ﹤0.01%
2,083
-670
2559
$10.5K ﹤0.01%
103
2560
$10.5K ﹤0.01%
248
+80
2561
$10.4K ﹤0.01%
4,950
-9,230
2562
$10.4K ﹤0.01%
200
2563
$10.4K ﹤0.01%
550
2564
$10.4K ﹤0.01%
1,496
-47
2565
$10.4K ﹤0.01%
605
+330
2566
$10.3K ﹤0.01%
324
2567
$10.3K ﹤0.01%
153
2568
$10.3K ﹤0.01%
7,565
2569
$10.3K ﹤0.01%
+164
2570
$10.3K ﹤0.01%
369
2571
$10.2K ﹤0.01%
2,090
-58
2572
$10.2K ﹤0.01%
253
-309
2573
$10.2K ﹤0.01%
43
+6
2574
$10.1K ﹤0.01%
543
2575
$10.1K ﹤0.01%
309
101 102
103
104 105