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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
2576
$10K ﹤0.01%
2,730
2577
$10K ﹤0.01%
230
-509
2578
$9.93K ﹤0.01%
525
+2
2579
$9.81K ﹤0.01%
700
2580
$9.77K ﹤0.01%
340
-6,848
2581
$9.73K ﹤0.01%
31
+4
2582
$9.72K ﹤0.01%
798
+9
2583
$9.69K ﹤0.01%
403
2584
$9.61K ﹤0.01%
72
-298
2585
$9.51K ﹤0.01%
300
2586
$9.51K ﹤0.01%
+500
2587
$9.49K ﹤0.01%
188
-54
2588
$9.42K ﹤0.01%
198
2589
$9.37K ﹤0.01%
635
2590
$9.36K ﹤0.01%
18
2591
$9.35K ﹤0.01%
270
+70
2592
$9.29K ﹤0.01%
498
+187
2593
$9.27K ﹤0.01%
871
2594
$9.15K ﹤0.01%
325
+42
2595
$9.11K ﹤0.01%
438
-1,000
2596
$9.1K ﹤0.01%
+206
2597
$9.07K ﹤0.01%
118
-6
2598
$9.07K ﹤0.01%
58
2599
$9.05K ﹤0.01%
319
2600
$9.03K ﹤0.01%
500