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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$29.5M
3
+$27.2M
4
WFC icon
Wells Fargo
WFC
+$26.2M
5
BND icon
Vanguard Total Bond Market
BND
+$24.9M

Top Sells

1
+$51.4M
2
+$44.3M
3
+$28.7M
4
UL icon
Unilever
UL
+$26M
5
MS icon
Morgan Stanley
MS
+$25.8M

Sector Composition

1 Technology 13.53%
2 Financials 5.66%
3 Healthcare 5.48%
4 Consumer Discretionary 4.76%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$17.5K ﹤0.01%
322
+53
2627
$17.4K ﹤0.01%
3,592
+1,675
2628
$17.3K ﹤0.01%
576
2629
$17.3K ﹤0.01%
128
+68
2630
$17.3K ﹤0.01%
+233
2631
$17.2K ﹤0.01%
940
-5,232
2632
$17.1K ﹤0.01%
+64
2633
$17.1K ﹤0.01%
174
+140
2634
$17.1K ﹤0.01%
462
+249
2635
$17.1K ﹤0.01%
341
+211
2636
$17K ﹤0.01%
183
+177
2637
$16.9K ﹤0.01%
400
+36
2638
$16.9K ﹤0.01%
450
+300
2639
$16.9K ﹤0.01%
827
+18
2640
$16.8K ﹤0.01%
714
+544
2641
$16.8K ﹤0.01%
1,476
-1,150
2642
$16.8K ﹤0.01%
+471
2643
$16.7K ﹤0.01%
285
-42
2644
$16.7K ﹤0.01%
+2,724
2645
$16.6K ﹤0.01%
1,567
-977
2646
$16.6K ﹤0.01%
292
+257
2647
$16.6K ﹤0.01%
11
-5
2648
$16.5K ﹤0.01%
818
2649
$16.5K ﹤0.01%
7,200
-23,000
2650
$16.4K ﹤0.01%
+371
104 105
106
107 108