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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
$1.55M
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$115K
2 +$12.1K
3 +$11.8K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.1K
5
AMGN icon
Amgen
AMGN
+$8.75K

Top Sells

1 +$3.21M
2 +$1.89M
3 +$1.59M
4
CC icon
Chemours
CC
+$1.44M
5
PVH icon
PVH
PVH
+$1.34M

Sector Composition

1 Consumer Discretionary 18.29%
2 Technology 6.87%
3 Financials 6.22%
4 Industrials 6.01%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1.02K 0.07%
19,310
+14,691
252
$1.02K 0.07%
6,046
+4,575
253
$1.01K 0.07%
21,573
+2,592
254
$1.01K 0.07%
+255
255
$1K 0.06%
10,519
+2,230
256
$987 0.06%
19,044
-1,537
257
$985 0.06%
8,224
-1,342
258
$982 0.06%
4,820
+1,046
259
$979 0.06%
11,000
-1,396
260
$978 0.06%
27,045
+15,580
261
$971 0.06%
22,114
+2,673
262
$969 0.06%
17,027
-2,378
263
$966 0.06%
14,993
-14,500
264
$957 0.06%
8,386
+2,802
265
$949 0.06%
18,040
-2,382
266
$922 0.06%
16,212
+3,138
267
$921 0.06%
17,764
+1,342
268
$897 0.06%
12,093
+3,250
269
$886 0.06%
26,025
-7,851
270
$883 0.06%
+59,713
271
$881 0.06%
+33,215
272
$881 0.06%
+23,074
273
$868 0.06%
14,213
-3,591
274
$856 0.06%
23,301
+8,425
275
$846 0.05%
27,422
+17,041