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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
2951
$8.33K ﹤0.01%
175
2952
$8.32K ﹤0.01%
750
2953
$8.32K ﹤0.01%
132
-53
2954
$8.32K ﹤0.01%
1,942
-494
2955
$8.21K ﹤0.01%
238
-226
2956
$8.21K ﹤0.01%
500
-250
2957
$8.2K ﹤0.01%
350
2958
$8.2K ﹤0.01%
+566
2959
$8.2K ﹤0.01%
39
-9
2960
$8.17K ﹤0.01%
613
2961
$8.14K ﹤0.01%
160
2962
$8.1K ﹤0.01%
1
-53
2963
$8.09K ﹤0.01%
190
2964
$8.07K ﹤0.01%
129
-644
2965
$8.07K ﹤0.01%
356
2966
$8.06K ﹤0.01%
307
2967
$8.02K ﹤0.01%
121
+42
2968
$8K ﹤0.01%
1,078
-2,664
2969
$7.97K ﹤0.01%
377
2970
$7.97K ﹤0.01%
401
-152
2971
$7.96K ﹤0.01%
21
2972
$7.94K ﹤0.01%
160
2973
$7.94K ﹤0.01%
360
+27
2974
$7.92K ﹤0.01%
1,850
-2,252
2975
$7.88K ﹤0.01%
276
-321
117 118
119
120 121