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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
$16.8B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,153
New
Increased
Reduced
Closed

Top Buys

1 +$56.5M
2 +$47.8M
3 +$39.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$38.7M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$29.3M

Sector Composition

1 Technology 13.52%
2 Financials 7.08%
3 Consumer Discretionary 4.58%
4 Healthcare 4.37%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$23.9K ﹤0.01%
+1,085
2802
$23.9K ﹤0.01%
384
+192
2803
$23.9K ﹤0.01%
1,025
2804
$23.8K ﹤0.01%
485
2805
$23.6K ﹤0.01%
+333
2806
$23.4K ﹤0.01%
413
2807
$23.4K ﹤0.01%
772
2808
$23.4K ﹤0.01%
748
-56
2809
$23.3K ﹤0.01%
157
-219
2810
$23.2K ﹤0.01%
77
2811
$23.2K ﹤0.01%
70
2812
$23.1K ﹤0.01%
3,440
2813
$23.1K ﹤0.01%
143
2814
$23K ﹤0.01%
417
2815
$23K ﹤0.01%
348
2816
$22.9K ﹤0.01%
5,000
2817
$22.9K ﹤0.01%
388
+321
2818
$22.8K ﹤0.01%
2,067
2819
$22.6K ﹤0.01%
749
2820
$22.6K ﹤0.01%
1,906
-235
2821
$22.5K ﹤0.01%
4,046
+1
2822
$22.5K ﹤0.01%
+608
2823
$22.5K ﹤0.01%
+753
2824
$22.2K ﹤0.01%
+540
2825
$22.2K ﹤0.01%
832