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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$29.5M
3
+$27.2M
4
WFC icon
Wells Fargo
WFC
+$26.2M
5
BND icon
Vanguard Total Bond Market
BND
+$24.9M

Top Sells

1
+$51.4M
2
+$44.3M
3
+$28.7M
4
UL icon
Unilever
UL
+$26M
5
MS icon
Morgan Stanley
MS
+$25.8M

Sector Composition

1 Technology 13.53%
2 Financials 5.66%
3 Healthcare 5.48%
4 Consumer Discretionary 4.76%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2851
$9.8K ﹤0.01%
453
+191
2852
$9.78K ﹤0.01%
+217
2853
$9.77K ﹤0.01%
208
+4
2854
$9.76K ﹤0.01%
+290
2855
$9.75K ﹤0.01%
1,071
2856
$9.74K ﹤0.01%
345
-300
2857
$9.72K ﹤0.01%
2,730
2858
$9.71K ﹤0.01%
227
2859
$9.7K ﹤0.01%
333
2860
$9.7K ﹤0.01%
148
+11
2861
$9.68K ﹤0.01%
1,200
-596
2862
$9.68K ﹤0.01%
287
2863
$9.63K ﹤0.01%
90
+86
2864
$9.61K ﹤0.01%
+357
2865
$9.58K ﹤0.01%
1,340
+280
2866
$9.56K ﹤0.01%
48
+40
2867
$9.54K ﹤0.01%
315
-3,514
2868
$9.53K ﹤0.01%
380
+26
2869
$9.5K ﹤0.01%
210
2870
$9.5K ﹤0.01%
206
2871
$9.48K ﹤0.01%
302
+6
2872
$9.47K ﹤0.01%
231
2873
$9.47K ﹤0.01%
88
2874
$9.47K ﹤0.01%
681
+5
2875
$9.45K ﹤0.01%
2,333
113 114
115
116 117