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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
3451
$1.3K ﹤0.01%
21
-212
3452
$1.29K ﹤0.01%
315
3453
$1.29K ﹤0.01%
8
3454
$1.28K ﹤0.01%
15
3455
$1.27K ﹤0.01%
+69
3456
$1.26K ﹤0.01%
359
-30
3457
$1.26K ﹤0.01%
+26
3458
$1.24K ﹤0.01%
20
3459
$1.24K ﹤0.01%
53
-67
3460
$1.23K ﹤0.01%
130
-123
3461
$1.21K ﹤0.01%
413
3462
$1.2K ﹤0.01%
13
3463
$1.2K ﹤0.01%
305
+4
3464
$1.19K ﹤0.01%
57
+3
3465
$1.19K ﹤0.01%
8
-97
3466
$1.18K ﹤0.01%
40
3467
$1.17K ﹤0.01%
667
3468
$1.15K ﹤0.01%
51
3469
$1.15K ﹤0.01%
340
-500
3470
$1.14K ﹤0.01%
42
-283
3471
$1.14K ﹤0.01%
+235
3472
$1.13K ﹤0.01%
95
3473
$1.13K ﹤0.01%
250
3474
$1.12K ﹤0.01%
25
-298
3475
$1.12K ﹤0.01%
70
137 138
139
140 141