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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
3251
$3.51K ﹤0.01%
181
+22
3252
$3.5K ﹤0.01%
321
-370
3253
$3.5K ﹤0.01%
95
3254
$3.49K ﹤0.01%
+242
3255
$3.49K ﹤0.01%
75
3256
$3.49K ﹤0.01%
419
+18
3257
$3.48K ﹤0.01%
21
-33
3258
$3.45K ﹤0.01%
93
3259
$3.44K ﹤0.01%
776
-15
3260
$3.42K ﹤0.01%
+420
3261
$3.41K ﹤0.01%
37
-36
3262
$3.41K ﹤0.01%
107
-294
3263
$3.4K ﹤0.01%
16
3264
$3.39K ﹤0.01%
297
3265
$3.38K ﹤0.01%
1,920
+270
3266
$3.37K ﹤0.01%
26
3267
$3.36K ﹤0.01%
424
3268
$3.35K ﹤0.01%
144
-192
3269
$3.35K ﹤0.01%
192
+19
3270
$3.35K ﹤0.01%
168
-8
3271
$3.34K ﹤0.01%
70
-10
3272
$3.32K ﹤0.01%
151
3273
$3.29K ﹤0.01%
25
-31
3274
$3.28K ﹤0.01%
53
+14
3275
$3.25K ﹤0.01%
128
+90
129 130
131
132 133