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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
3301
$2.79K ﹤0.01%
132
-163
3302
$2.78K ﹤0.01%
72
-12
3303
$2.78K ﹤0.01%
58
-53
3304
$2.77K ﹤0.01%
251
3305
$2.76K ﹤0.01%
133
-153,807
3306
$2.75K ﹤0.01%
73
3307
$2.75K ﹤0.01%
583
-130
3308
$2.72K ﹤0.01%
600
+300
3309
$2.71K ﹤0.01%
105
+52
3310
$2.7K ﹤0.01%
+269
3311
$2.69K ﹤0.01%
81
3312
$2.69K ﹤0.01%
18
+14
3313
$2.64K ﹤0.01%
+300
3314
$2.63K ﹤0.01%
319
3315
$2.63K ﹤0.01%
700
3316
$2.62K ﹤0.01%
+161
3317
$2.6K ﹤0.01%
150
3318
$2.59K ﹤0.01%
50
+19
3319
$2.56K ﹤0.01%
500
3320
$2.55K ﹤0.01%
41
-13
3321
$2.54K ﹤0.01%
17
3322
$2.54K ﹤0.01%
60
3323
$2.53K ﹤0.01%
411
-16,729
3324
$2.5K ﹤0.01%
27
3325
$2.47K ﹤0.01%
1,333
+1,000
131 132
133
134 135