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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
$11.5B
AUM Growth
+$931M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,028
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$40.6M
3
+$33.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$29.1M
5
DTE icon
DTE Energy
DTE
+$27.1M

Top Sells

1
+$65.4M
2
+$39.2M
3
+$33M
4
CMCSA icon
Comcast
CMCSA
+$26.6M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$25.9M

Sector Composition

1 Technology 14.1%
2 Financials 6.1%
3 Healthcare 5.62%
4 Consumer Discretionary 4.8%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$23.6K ﹤0.01%
270
-36
2577
$23.5K ﹤0.01%
359
+100
2578
$23.4K ﹤0.01%
339
+149
2579
$23.4K ﹤0.01%
940
2580
$23.3K ﹤0.01%
4,024
-450
2581
$23.3K ﹤0.01%
515
2582
$23.1K ﹤0.01%
+30,000
2583
$23K ﹤0.01%
169
-34
2584
$22.9K ﹤0.01%
1,009
2585
$22.9K ﹤0.01%
486
-385
2586
$22.9K ﹤0.01%
156
2587
$22.8K ﹤0.01%
1,447
+1,200
2588
$22.7K ﹤0.01%
6,667
2589
$22.6K ﹤0.01%
262
+123
2590
$22.5K ﹤0.01%
2,000
2591
$22.5K ﹤0.01%
2,055
2592
$22.5K ﹤0.01%
725
-7,105
2593
$22.4K ﹤0.01%
533
2594
$22.2K ﹤0.01%
1,000
2595
$22.1K ﹤0.01%
3,520
-7,669
2596
$22K ﹤0.01%
1,068
+701
2597
$22K ﹤0.01%
700
2598
$22K ﹤0.01%
1,000
2599
$21.9K ﹤0.01%
235
+51
2600
$21.9K ﹤0.01%
471
102 103
104
105 106