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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
3351
$2.12K ﹤0.01%
+5
3352
$2.11K ﹤0.01%
134
3353
$2.11K ﹤0.01%
+36
3354
$2.1K ﹤0.01%
20
3355
$2.1K ﹤0.01%
56
+1
3356
$2.08K ﹤0.01%
120
+20
3357
$2.07K ﹤0.01%
34
-147
3358
$2.07K ﹤0.01%
48
-16
3359
$2.06K ﹤0.01%
200
-20,288
3360
$2.05K ﹤0.01%
115
3361
$2.04K ﹤0.01%
+600
3362
$2.04K ﹤0.01%
26
3363
$2.04K ﹤0.01%
150
3364
$2.03K ﹤0.01%
130
3365
$2.02K ﹤0.01%
60
+30
3366
$2.02K ﹤0.01%
543
-114
3367
$1.99K ﹤0.01%
+126
3368
$1.98K ﹤0.01%
29
3369
$1.97K ﹤0.01%
126
3370
$1.97K ﹤0.01%
67
3371
$1.96K ﹤0.01%
+116
3372
$1.96K ﹤0.01%
289
3373
$1.96K ﹤0.01%
160
+95
3374
$1.96K ﹤0.01%
709
-131
3375
$1.95K ﹤0.01%
+163
133 134
135
136 137