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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
3051
$6.33K ﹤0.01%
132
-75
3052
$6.33K ﹤0.01%
170
-102
3053
$6.26K ﹤0.01%
110
3054
$6.24K ﹤0.01%
1,200
3055
$6.24K ﹤0.01%
+623
3056
$6.2K ﹤0.01%
218
3057
$6.2K ﹤0.01%
2,000
3058
$6.18K ﹤0.01%
+594
3059
$6.18K ﹤0.01%
96
-114
3060
$6.13K ﹤0.01%
100
+1
3061
$6.13K ﹤0.01%
193
3062
$6.11K ﹤0.01%
34
3063
$6.11K ﹤0.01%
+590
3064
$6.1K ﹤0.01%
66
-3,763
3065
$6.09K ﹤0.01%
131
3066
$6.07K ﹤0.01%
+66
3067
$6.06K ﹤0.01%
+340
3068
$6.06K ﹤0.01%
86
+10
3069
$6.03K ﹤0.01%
434
-92
3070
$6.02K ﹤0.01%
198
-273
3071
$6.01K ﹤0.01%
+1
3072
$6K ﹤0.01%
245
3073
$5.98K ﹤0.01%
+206
3074
$5.97K ﹤0.01%
100
3075
$5.97K ﹤0.01%
179
-112
121 122
123
124 125