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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
2626
$19.8K ﹤0.01%
299
-299
2627
$19.8K ﹤0.01%
218
+204
2628
$19.7K ﹤0.01%
11
2629
$19.7K ﹤0.01%
379
+158
2630
$19.7K ﹤0.01%
426
2631
$19.7K ﹤0.01%
306
+21
2632
$19.6K ﹤0.01%
71
-37
2633
$19.6K ﹤0.01%
2,900
-216,149
2634
$19.5K ﹤0.01%
3,961
+1,971
2635
$19.5K ﹤0.01%
702
-18
2636
$19.4K ﹤0.01%
356
+64
2637
$19.4K ﹤0.01%
107
2638
$19.4K ﹤0.01%
80
+16
2639
$19.4K ﹤0.01%
300
2640
$19.3K ﹤0.01%
115
-25
2641
$19.3K ﹤0.01%
518
-30
2642
$19.3K ﹤0.01%
4,010
+1,001
2643
$19.3K ﹤0.01%
82
+17
2644
$19.3K ﹤0.01%
428
-6,282
2645
$19.1K ﹤0.01%
1,715
-188
2646
$19K ﹤0.01%
290
-3,874
2647
$18.9K ﹤0.01%
884
-442
2648
$18.9K ﹤0.01%
552
2649
$18.8K ﹤0.01%
179
+42
2650
$18.8K ﹤0.01%
10,000
104 105
106
107 108