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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
2776
$5.48K ﹤0.01%
+671
2777
$5.47K ﹤0.01%
300
2778
$5.44K ﹤0.01%
245
2779
$5.41K ﹤0.01%
270
2780
$5.41K ﹤0.01%
926
-489
2781
$5.4K ﹤0.01%
145
2782
$5.4K ﹤0.01%
48
2783
$5.35K ﹤0.01%
209
+109
2784
$5.35K ﹤0.01%
252
+228
2785
$5.34K ﹤0.01%
+208
2786
$5.33K ﹤0.01%
2,600
2787
$5.33K ﹤0.01%
51
2788
$5.31K ﹤0.01%
+56
2789
$5.3K ﹤0.01%
110
2790
$5.3K ﹤0.01%
200
2791
$5.27K ﹤0.01%
253
-983
2792
$5.27K ﹤0.01%
620
-17,900
2793
$5.25K ﹤0.01%
100
2794
$5.24K ﹤0.01%
208
2795
$5.24K ﹤0.01%
3,689
+1,039
2796
$5.19K ﹤0.01%
+70
2797
$5.19K ﹤0.01%
175
+149
2798
$5.16K ﹤0.01%
125
2799
$5.14K ﹤0.01%
1,060
2800
$5.14K ﹤0.01%
105
-12,741
110 111
112
113 114