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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
2826
$11.5K ﹤0.01%
2,187
-161
2827
$11.4K ﹤0.01%
46
2828
$11.3K ﹤0.01%
508
-4,716
2829
$11.2K ﹤0.01%
+572
2830
$11.2K ﹤0.01%
228
-24
2831
$11.2K ﹤0.01%
1,000
2832
$11.2K ﹤0.01%
201
2833
$11.2K ﹤0.01%
400
2834
$11.2K ﹤0.01%
2,333
2835
$11.2K ﹤0.01%
2,500
2836
$11.1K ﹤0.01%
+792
2837
$11.1K ﹤0.01%
135
-80
2838
$11.1K ﹤0.01%
+493
2839
$11K ﹤0.01%
98
+42
2840
$11K ﹤0.01%
463
+126
2841
$10.9K ﹤0.01%
212
2842
$10.9K ﹤0.01%
900
-3,225
2843
$10.8K ﹤0.01%
506
+470
2844
$10.8K ﹤0.01%
952
2845
$10.8K ﹤0.01%
3,591
-1
2846
$10.8K ﹤0.01%
231
2847
$10.7K ﹤0.01%
+115
2848
$10.7K ﹤0.01%
900
2849
$10.7K ﹤0.01%
608
2850
$10.7K ﹤0.01%
627
-137
112 113
114
115 116