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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
2726
$15.1K ﹤0.01%
4,146
+138
2727
$15K ﹤0.01%
275
2728
$15K ﹤0.01%
1,138
-2
2729
$14.9K ﹤0.01%
2,730
2730
$14.9K ﹤0.01%
840
+13
2731
$14.8K ﹤0.01%
248
2732
$14.8K ﹤0.01%
82
-145
2733
$14.8K ﹤0.01%
71
-18
2734
$14.7K ﹤0.01%
290
2735
$14.7K ﹤0.01%
1,054
-78
2736
$14.6K ﹤0.01%
442
+43
2737
$14.5K ﹤0.01%
75
+25
2738
$14.4K ﹤0.01%
355
-107
2739
$14.4K ﹤0.01%
1,117
+1,100
2740
$14.4K ﹤0.01%
1,946
-282
2741
$14.3K ﹤0.01%
308
-137
2742
$14.3K ﹤0.01%
182
+34
2743
$14.3K ﹤0.01%
154
-129
2744
$14.3K ﹤0.01%
1,942
+418
2745
$14.2K ﹤0.01%
637
+593
2746
$14.2K ﹤0.01%
+694
2747
$14.1K ﹤0.01%
158
+143
2748
$14.1K ﹤0.01%
+1,016
2749
$14K ﹤0.01%
138
-548
2750
$14K ﹤0.01%
247
108 109
110
111 112