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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
3276
$3.19K ﹤0.01%
+20
3277
$3.17K ﹤0.01%
143
-75
3278
$3.15K ﹤0.01%
31
3279
$3.13K ﹤0.01%
232
3280
$3.11K ﹤0.01%
31
+28
3281
$3.1K ﹤0.01%
115
-200
3282
$3.1K ﹤0.01%
+100
3283
$3.09K ﹤0.01%
49
3284
$3.08K ﹤0.01%
258
3285
$3.04K ﹤0.01%
448
3286
$3.03K ﹤0.01%
97
-12
3287
$3.01K ﹤0.01%
55
-27
3288
$2.99K ﹤0.01%
698
+200
3289
$2.93K ﹤0.01%
+300
3290
$2.92K ﹤0.01%
100
-187
3291
$2.9K ﹤0.01%
254
3292
$2.88K ﹤0.01%
40
-1,788
3293
$2.87K ﹤0.01%
87
-7,574
3294
$2.86K ﹤0.01%
71
3295
$2.86K ﹤0.01%
104
3296
$2.86K ﹤0.01%
100
3297
$2.85K ﹤0.01%
245
-192
3298
$2.82K ﹤0.01%
+100
3299
$2.82K ﹤0.01%
90
3300
$2.79K ﹤0.01%
78
130 131
132
133 134