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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
3001
$2.44K ﹤0.01%
551
-48,100
3002
$2.42K ﹤0.01%
431
3003
$2.4K ﹤0.01%
131
3004
$2.4K ﹤0.01%
108
3005
$2.38K ﹤0.01%
117
3006
$2.37K ﹤0.01%
12
+7
3007
$2.37K ﹤0.01%
71
+1
3008
$2.34K ﹤0.01%
+80
3009
$2.32K ﹤0.01%
41
+39
3010
$2.3K ﹤0.01%
+78
3011
$2.3K ﹤0.01%
20
+16
3012
$2.3K ﹤0.01%
78
3013
$2.29K ﹤0.01%
+14
3014
$2.27K ﹤0.01%
+100
3015
$2.26K ﹤0.01%
1,016
-200
3016
$2.25K ﹤0.01%
134
+1
3017
$2.25K ﹤0.01%
181
3018
$2.25K ﹤0.01%
1,124
-43
3019
$2.24K ﹤0.01%
150
3020
$2.23K ﹤0.01%
30
3021
$2.22K ﹤0.01%
73
3022
$2.22K ﹤0.01%
+300
3023
$2.21K ﹤0.01%
+40
3024
$2.2K ﹤0.01%
+156
3025
$2.15K ﹤0.01%
145
119 120
121
122 123