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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
2676
$15.6K ﹤0.01%
184
+101
2677
$15.5K ﹤0.01%
1,012
+1
2678
$15.4K ﹤0.01%
275
+77
2679
$15.3K ﹤0.01%
428
+175
2680
$15.3K ﹤0.01%
320
2681
$15.3K ﹤0.01%
150
+147
2682
$15.3K ﹤0.01%
+102
2683
$15.3K ﹤0.01%
448
-57
2684
$15.3K ﹤0.01%
1,762
+35
2685
$15.2K ﹤0.01%
20,011
-12,500
2686
$15.2K ﹤0.01%
+600
2687
$15.2K ﹤0.01%
+557
2688
$15.1K ﹤0.01%
+253
2689
$15.1K ﹤0.01%
292
2690
$15.1K ﹤0.01%
342
-13,957
2691
$15.1K ﹤0.01%
237
-251
2692
$15K ﹤0.01%
+932
2693
$15K ﹤0.01%
137
+28
2694
$14.9K ﹤0.01%
1,527
+1,006
2695
$14.8K ﹤0.01%
275
+3
2696
$14.8K ﹤0.01%
89
+62
2697
$14.8K ﹤0.01%
2,436
+353
2698
$14.8K ﹤0.01%
156
+61
2699
$14.8K ﹤0.01%
210
+7
2700
$14.7K ﹤0.01%
+259
106 107
108
109 110