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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
3351
$1.84K ﹤0.01%
315
3352
$1.82K ﹤0.01%
+29
3353
$1.82K ﹤0.01%
209
3354
$1.82K ﹤0.01%
38
-768
3355
$1.81K ﹤0.01%
100
3356
$1.81K ﹤0.01%
498
+100
3357
$1.79K ﹤0.01%
600
3358
$1.79K ﹤0.01%
413
3359
$1.79K ﹤0.01%
47
3360
– –
0
3361
$1.78K ﹤0.01%
240
3362
$1.78K ﹤0.01%
200
3363
$1.77K ﹤0.01%
21
-39
3364
$1.76K ﹤0.01%
500
3365
$1.76K ﹤0.01%
45
3366
$1.76K ﹤0.01%
56
3367
$1.75K ﹤0.01%
26
3368
$1.72K ﹤0.01%
+390
3369
$1.72K ﹤0.01%
+194
3370
$1.71K ﹤0.01%
300
3371
$1.71K ﹤0.01%
+124
3372
$1.71K ﹤0.01%
101
-13
3373
$1.69K ﹤0.01%
+34
3374
$1.68K ﹤0.01%
71
3375
$1.64K ﹤0.01%
101
+77
133 134
135
136 137