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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
$9.1B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,735
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$39.4M
3
+$27.7M
4
SBUX icon
Starbucks
SBUX
+$26.9M
5
AVGO icon
Broadcom
AVGO
+$26.3M

Top Sells

1
+$26.3M
2
+$24.3M
3
+$23.4M
4
HON icon
Honeywell
HON
+$22.3M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.2M

Sector Composition

1 Technology 12.33%
2 Financials 5.59%
3 Healthcare 5.58%
4 Consumer Discretionary 4.62%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2976
$2.72K ﹤0.01%
27
+13
2977
$2.71K ﹤0.01%
+57
2978
$2.7K ﹤0.01%
285
+10
2979
$2.69K ﹤0.01%
31
2980
$2.69K ﹤0.01%
+1,250
2981
$2.69K ﹤0.01%
+106
2982
$2.65K ﹤0.01%
246
2983
$2.65K ﹤0.01%
159
2984
$2.64K ﹤0.01%
31
2985
$2.64K ﹤0.01%
50
+44
2986
$2.61K ﹤0.01%
18
-2,766
2987
$2.61K ﹤0.01%
100
2988
$2.61K ﹤0.01%
90
2989
$2.61K ﹤0.01%
70
-186
2990
$2.6K ﹤0.01%
250
2991
$2.59K ﹤0.01%
+178
2992
$2.59K ﹤0.01%
+97
2993
$2.56K ﹤0.01%
85
-43
2994
$2.56K ﹤0.01%
75
2995
$2.56K ﹤0.01%
884
+1
2996
– –
0
2997
$2.55K ﹤0.01%
104
+35
2998
$2.53K ﹤0.01%
+120
2999
$2.46K ﹤0.01%
110
-201
3000
$2.46K ﹤0.01%
+34
118 119
120
121 122