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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
2676
$17.2K ﹤0.01%
520
-140
2677
$17.2K ﹤0.01%
316
2678
$17.1K ﹤0.01%
25,120
2679
$17K ﹤0.01%
56
-19
2680
$17K ﹤0.01%
246
-61
2681
$16.9K ﹤0.01%
114
-67
2682
$16.9K ﹤0.01%
765
+575
2683
$16.8K ﹤0.01%
309
-255
2684
$16.8K ﹤0.01%
451
2685
$16.8K ﹤0.01%
313
-459
2686
$16.8K ﹤0.01%
156
-91
2687
$16.7K ﹤0.01%
788
-9,582
2688
$16.6K ﹤0.01%
619
+228
2689
$16.6K ﹤0.01%
715
+1
2690
$16.5K ﹤0.01%
41
-7
2691
$16.5K ﹤0.01%
221
-267
2692
$16.4K ﹤0.01%
109
-39
2693
$16.4K ﹤0.01%
1,086
-456
2694
$16.4K ﹤0.01%
614
-63
2695
$16.4K ﹤0.01%
1,062
2696
$16.4K ﹤0.01%
4,622
-3,116
2697
$16.4K ﹤0.01%
183
+27
2698
$16.3K ﹤0.01%
365
-311
2699
$16.3K ﹤0.01%
3,698
+2,206
2700
$16.3K ﹤0.01%
+5,000
106 107
108
109 110