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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
2926
$9.01K ﹤0.01%
197
+149
2927
$9.01K ﹤0.01%
481
-241
2928
$8.92K ﹤0.01%
314
+145
2929
$8.89K ﹤0.01%
355
+310
2930
$8.88K ﹤0.01%
971
2931
$8.88K ﹤0.01%
479
+26
2932
$8.86K ﹤0.01%
65
2933
$8.86K ﹤0.01%
+750
2934
$8.81K ﹤0.01%
203
-73
2935
$8.78K ﹤0.01%
14,850
+4,850
2936
$8.78K ﹤0.01%
724
-888
2937
$8.78K ﹤0.01%
118
2938
$8.77K ﹤0.01%
197
+184
2939
$8.67K ﹤0.01%
830
2940
$8.67K ﹤0.01%
1,571
+53
2941
$8.66K ﹤0.01%
173
-211
2942
$8.66K ﹤0.01%
528
2943
$8.64K ﹤0.01%
191
-333
2944
$8.58K ﹤0.01%
38
+3
2945
$8.57K ﹤0.01%
1,309
-617
2946
$8.48K ﹤0.01%
428
+148
2947
$8.45K ﹤0.01%
58
-45
2948
$8.42K ﹤0.01%
1,021
-10,093
2949
$8.39K ﹤0.01%
+950
2950
$8.36K ﹤0.01%
33
+22
116 117
118
119 120