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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
2876
$10.1K ﹤0.01%
129
2877
$10.1K ﹤0.01%
+108
2878
$10.1K ﹤0.01%
634
-284
2879
$10K ﹤0.01%
1,044
-388
2880
$10K ﹤0.01%
581
-1,409
2881
$10K ﹤0.01%
380
2882
$10K ﹤0.01%
310
-250
2883
$9.93K ﹤0.01%
54
-35
2884
$9.92K ﹤0.01%
177
+2
2885
$9.9K ﹤0.01%
47
-14
2886
$9.89K ﹤0.01%
590
2887
$9.89K ﹤0.01%
88
2888
$9.89K ﹤0.01%
+1,025
2889
$9.84K ﹤0.01%
313
2890
$9.78K ﹤0.01%
87
2891
$9.73K ﹤0.01%
3,500
+3,050
2892
$9.73K ﹤0.01%
1,340
2893
$9.68K ﹤0.01%
282
-46
2894
$9.66K ﹤0.01%
232
+61
2895
$9.65K ﹤0.01%
238
2896
$9.65K ﹤0.01%
+689
2897
$9.64K ﹤0.01%
51
-6
2898
$9.63K ﹤0.01%
338
2899
$9.6K ﹤0.01%
257
+173
2900
$9.57K ﹤0.01%
188
-165
114 115
116
117 118