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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
2826
$4.8K ﹤0.01%
414
+5
2827
$4.79K ﹤0.01%
289
-3,815
2828
$4.79K ﹤0.01%
+188
2829
$4.79K ﹤0.01%
491
+40
2830
$4.77K ﹤0.01%
80
-445
2831
$4.76K ﹤0.01%
132
+55
2832
$4.72K ﹤0.01%
527
2833
$4.66K ﹤0.01%
+27
2834
$4.65K ﹤0.01%
1,480
-11,000
2835
$4.63K ﹤0.01%
218
2836
$4.6K ﹤0.01%
1,000
-1,080
2837
$4.59K ﹤0.01%
150
2838
$4.57K ﹤0.01%
335
2839
$4.57K ﹤0.01%
67
-20
2840
$4.55K ﹤0.01%
277
-1,840
2841
$4.55K ﹤0.01%
101
2842
$4.52K ﹤0.01%
298
+84
2843
$4.5K ﹤0.01%
140
-520
2844
$4.48K ﹤0.01%
27
-2,425
2845
$4.42K ﹤0.01%
58
+23
2846
$4.42K ﹤0.01%
240
+115
2847
$4.39K ﹤0.01%
+154
2848
$4.35K ﹤0.01%
39
+28
2849
$4.35K ﹤0.01%
141
2850
$4.34K ﹤0.01%
90
+28
112 113
114
115 116