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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
2851
$10.6K ﹤0.01%
545
2852
$10.6K ﹤0.01%
181
-55
2853
$10.6K ﹤0.01%
114
-534
2854
$10.6K ﹤0.01%
142
2855
$10.6K ﹤0.01%
543
2856
$10.6K ﹤0.01%
681
2857
$10.5K ﹤0.01%
644
-175
2858
$10.5K ﹤0.01%
48
-15
2859
$10.5K ﹤0.01%
330
2860
$10.5K ﹤0.01%
152
+126
2861
$10.5K ﹤0.01%
486
-43
2862
$10.5K ﹤0.01%
96
-33
2863
$10.5K ﹤0.01%
77
-20
2864
$10.4K ﹤0.01%
90
2865
$10.4K ﹤0.01%
227
+224
2866
$10.4K ﹤0.01%
18,331
2867
$10.4K ﹤0.01%
198
-64
2868
$10.4K ﹤0.01%
7,565
2869
$10.4K ﹤0.01%
247
-80
2870
$10.4K ﹤0.01%
270
2871
$10.3K ﹤0.01%
+2,000
2872
$10.3K ﹤0.01%
247
2873
$10.3K ﹤0.01%
300
2874
$10.2K ﹤0.01%
500
-1,000
2875
$10.1K ﹤0.01%
336
-1,979
113 114
115
116 117