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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
2701
$6.9K ﹤0.01%
+500
2702
$6.9K ﹤0.01%
800
2703
$6.89K ﹤0.01%
239
2704
$6.87K ﹤0.01%
110
-11
2705
$6.84K ﹤0.01%
329
+50
2706
$6.84K ﹤0.01%
150
2707
$6.81K ﹤0.01%
800
2708
$6.8K ﹤0.01%
33
+17
2709
$6.77K ﹤0.01%
100
2710
$6.72K ﹤0.01%
222
2711
$6.71K ﹤0.01%
163
2712
$6.65K ﹤0.01%
+408
2713
$6.57K ﹤0.01%
46
-8
2714
$6.55K ﹤0.01%
333
+150
2715
$6.55K ﹤0.01%
95
2716
$6.42K ﹤0.01%
130
-25
2717
$6.38K ﹤0.01%
364
2718
$6.36K ﹤0.01%
+112
2719
$6.34K ﹤0.01%
+388
2720
$6.31K ﹤0.01%
+168
2721
$6.3K ﹤0.01%
1,548
-1,460
2722
$6.26K ﹤0.01%
32
-98
2723
$6.22K ﹤0.01%
46
2724
$6.21K ﹤0.01%
358
+70
2725
$6.19K ﹤0.01%
+462
107 108
109
110 111