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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
3376
$1.64K ﹤0.01%
+133
3377
$1.63K ﹤0.01%
33
3378
$1.63K ﹤0.01%
+71
3379
$1.63K ﹤0.01%
8
+2
3380
$1.63K ﹤0.01%
26
3381
$1.62K ﹤0.01%
70
-8
3382
$1.61K ﹤0.01%
300
3383
$1.61K ﹤0.01%
15
3384
$1.6K ﹤0.01%
244
-16
3385
$1.6K ﹤0.01%
1,000
3386
$1.6K ﹤0.01%
127
3387
$1.6K ﹤0.01%
+32
3388
$1.58K ﹤0.01%
84
+40
3389
$1.58K ﹤0.01%
125
3390
$1.54K ﹤0.01%
126
-23,465
3391
$1.53K ﹤0.01%
70
-17
3392
$1.53K ﹤0.01%
+63
3393
$1.53K ﹤0.01%
102
3394
$1.52K ﹤0.01%
14
+11
3395
$1.52K ﹤0.01%
55
3396
$1.51K ﹤0.01%
200
3397
$1.51K ﹤0.01%
+31
3398
$1.51K ﹤0.01%
538
+531
3399
$1.5K ﹤0.01%
180
-1,641
3400
$1.49K ﹤0.01%
319
134 135
136
137 138