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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
2901
$9.04K ﹤0.01%
1,005
+4
2902
$9.03K ﹤0.01%
+284
2903
$9.02K ﹤0.01%
2,439
2904
$8.95K ﹤0.01%
+65
2905
$8.94K ﹤0.01%
469
+344
2906
$8.93K ﹤0.01%
391
+8
2907
$8.92K ﹤0.01%
164
+52
2908
$8.9K ﹤0.01%
+295
2909
$8.89K ﹤0.01%
1,000
2910
$8.88K ﹤0.01%
+130
2911
$8.86K ﹤0.01%
65
+40
2912
$8.81K ﹤0.01%
142
2913
$8.76K ﹤0.01%
635
2914
$8.76K ﹤0.01%
+466
2915
$8.75K ﹤0.01%
+54
2916
$8.74K ﹤0.01%
971
+140
2917
$8.72K ﹤0.01%
+294
2918
$8.71K ﹤0.01%
+613
2919
$8.7K ﹤0.01%
35
+3
2920
$8.7K ﹤0.01%
87
2921
$8.69K ﹤0.01%
+238
2922
$8.61K ﹤0.01%
115
-2,613
2923
$8.61K ﹤0.01%
+150
2924
$8.61K ﹤0.01%
+174
2925
$8.58K ﹤0.01%
330
115 116
117
118 119