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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
2601
$9.02K ﹤0.01%
210
2602
$8.95K ﹤0.01%
2,439
+17
2603
$8.95K ﹤0.01%
300
2604
$8.94K ﹤0.01%
198
2605
$8.94K ﹤0.01%
240
+10
2606
$8.92K ﹤0.01%
300
+52
2607
$8.91K ﹤0.01%
330
-64
2608
$8.9K ﹤0.01%
83
-986
2609
$8.87K ﹤0.01%
227
+27
2610
$8.86K ﹤0.01%
200
2611
$8.85K ﹤0.01%
312
+3
2612
$8.83K ﹤0.01%
204
+104
2613
$8.83K ﹤0.01%
193
+68
2614
$8.83K ﹤0.01%
298
-10
2615
$8.8K ﹤0.01%
287
2616
$8.76K ﹤0.01%
65
+12
2617
$8.74K ﹤0.01%
1,344
2618
$8.72K ﹤0.01%
229
-93
2619
$8.71K ﹤0.01%
750
-29
2620
$8.69K ﹤0.01%
10,156
-195
2621
$8.67K ﹤0.01%
+265
2622
$8.65K ﹤0.01%
269
+170
2623
$8.57K ﹤0.01%
78
-60
2624
$8.55K ﹤0.01%
142
2625
$8.52K ﹤0.01%
231
103 104
105
106 107