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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
3126
$1.32K ﹤0.01%
500
3127
$1.31K ﹤0.01%
95
3128
$1.31K ﹤0.01%
9
-250
3129
$1.29K ﹤0.01%
100
3130
$1.29K ﹤0.01%
66
3131
$1.29K ﹤0.01%
3
3132
$1.28K ﹤0.01%
14
3133
$1.28K ﹤0.01%
40
3134
$1.28K ﹤0.01%
+177
3135
$1.26K ﹤0.01%
31
-94
3136
$1.26K ﹤0.01%
100
3137
$1.25K ﹤0.01%
55
3138
$1.25K ﹤0.01%
42
-2
3139
$1.24K ﹤0.01%
+301
3140
$1.23K ﹤0.01%
26
3141
$1.23K ﹤0.01%
590
3142
$1.23K ﹤0.01%
+125
3143
$1.22K ﹤0.01%
+178
3144
$1.19K ﹤0.01%
6
-885
3145
$1.16K ﹤0.01%
33
3146
$1.16K ﹤0.01%
20
3147
$1.14K ﹤0.01%
158
-1,144
3148
$1.14K ﹤0.01%
50
-96
3149
$1.14K ﹤0.01%
23
3150
$1.14K ﹤0.01%
+31
124 125
126
127 128