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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
3226
$3.86K ﹤0.01%
44
3227
$3.84K ﹤0.01%
83
-326
3228
$3.84K ﹤0.01%
50
3229
$3.83K ﹤0.01%
653
-531
3230
$3.82K ﹤0.01%
+198
3231
$3.81K ﹤0.01%
86
-60
3232
$3.81K ﹤0.01%
887
+1
3233
$3.8K ﹤0.01%
+717
3234
$3.79K ﹤0.01%
25,988
3235
$3.79K ﹤0.01%
122
-837
3236
$3.78K ﹤0.01%
+450
3237
$3.77K ﹤0.01%
100
3238
$3.74K ﹤0.01%
1,309
-950
3239
$3.69K ﹤0.01%
+362
3240
$3.67K ﹤0.01%
4,200
3241
$3.66K ﹤0.01%
170
3242
$3.64K ﹤0.01%
59
-1
3243
$3.63K ﹤0.01%
419
-189
3244
$3.62K ﹤0.01%
+1,700
3245
$3.58K ﹤0.01%
191
3246
$3.56K ﹤0.01%
54
-26
3247
$3.55K ﹤0.01%
+112
3248
$3.54K ﹤0.01%
50
-101
3249
$3.54K ﹤0.01%
285
3250
$3.51K ﹤0.01%
18
-128
128 129
130
131 132