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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
3426
$1.54K ﹤0.01%
44
3427
$1.54K ﹤0.01%
76
-44
3428
$1.53K ﹤0.01%
27
-23
3429
$1.52K ﹤0.01%
+151
3430
$1.51K ﹤0.01%
46
-28
3431
$1.5K ﹤0.01%
84
3432
$1.5K ﹤0.01%
11
3433
$1.5K ﹤0.01%
574
-550
3434
$1.47K ﹤0.01%
300
3435
$1.43K ﹤0.01%
22
3436
$1.42K ﹤0.01%
25
+2
3437
$1.41K ﹤0.01%
31
3438
$1.4K ﹤0.01%
+11
3439
$1.4K ﹤0.01%
100
3440
$1.4K ﹤0.01%
+1,000
3441
$1.39K ﹤0.01%
148
3442
$1.38K ﹤0.01%
12
3443
$1.38K ﹤0.01%
+1,000
3444
$1.37K ﹤0.01%
103
3445
$1.36K ﹤0.01%
+97
3446
$1.35K ﹤0.01%
+56
3447
$1.35K ﹤0.01%
67
-90
3448
$1.34K ﹤0.01%
10
3449
$1.32K ﹤0.01%
430
3450
$1.31K ﹤0.01%
1,000
136 137
138
139 140