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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$29.5M
3
+$27.2M
4
WFC icon
Wells Fargo
WFC
+$26.2M
5
BND icon
Vanguard Total Bond Market
BND
+$24.9M

Top Sells

1
+$51.4M
2
+$44.3M
3
+$28.7M
4
UL icon
Unilever
UL
+$26M
5
MS icon
Morgan Stanley
MS
+$25.8M

Sector Composition

1 Technology 13.53%
2 Financials 5.66%
3 Healthcare 5.48%
4 Consumer Discretionary 4.76%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3301
$2.48K ﹤0.01%
17
3302
$2.48K ﹤0.01%
82
+17
3303
$2.48K ﹤0.01%
73
3304
$2.47K ﹤0.01%
85
3305
$2.44K ﹤0.01%
100
3306
$2.4K ﹤0.01%
500
3307
$2.36K ﹤0.01%
77
3308
$2.35K ﹤0.01%
1,000
3309
$2.35K ﹤0.01%
1,124
3310
$2.35K ﹤0.01%
100
-100
3311
$2.32K ﹤0.01%
55
+51
3312
$2.32K ﹤0.01%
48
+46
3313
$2.29K ﹤0.01%
104
-149
3314
$2.28K ﹤0.01%
1,400
3315
$2.28K ﹤0.01%
145
3316
$2.25K ﹤0.01%
27
-21
3317
$2.22K ﹤0.01%
389
+198
3318
$2.22K ﹤0.01%
798
3319
$2.22K ﹤0.01%
150
3320
$2.21K ﹤0.01%
120
+2
3321
$2.2K ﹤0.01%
+246
3322
$2.2K ﹤0.01%
18
-47
3323
$2.15K ﹤0.01%
110
-100
3324
$2.15K ﹤0.01%
+61
3325
$2.13K ﹤0.01%
+32
131 132
133
134 135