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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
2626
$8.51K ﹤0.01%
885
2627
$8.51K ﹤0.01%
364
-919
2628
$8.51K ﹤0.01%
400
2629
$8.47K ﹤0.01%
57
+32
2630
$8.44K ﹤0.01%
238
2631
$8.4K ﹤0.01%
307
2632
$8.39K ﹤0.01%
143
-7,801
2633
$8.38K ﹤0.01%
1,299
+85
2634
$8.36K ﹤0.01%
87
2635
$8.33K ﹤0.01%
3,875
2636
$8.32K ﹤0.01%
118
2637
$8.32K ﹤0.01%
354
2638
$8.3K ﹤0.01%
241
2639
$8.3K ﹤0.01%
88
2640
$8.28K ﹤0.01%
608
-64
2641
$8.26K ﹤0.01%
2,333
+1,333
2642
$8.25K ﹤0.01%
296
-194
2643
$8.19K ﹤0.01%
1,800
+1,100
2644
$8.18K ﹤0.01%
234
+134
2645
$8.17K ﹤0.01%
175
2646
$8.15K ﹤0.01%
50
-1,150
2647
$8.15K ﹤0.01%
936
+9
2648
$8.14K ﹤0.01%
213
+52
2649
$8.13K ﹤0.01%
178
+113
2650
$8.07K ﹤0.01%
839
+125
104 105
106
107 108