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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
$739M
AUM Growth
+$95.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.94M
3
+$2.22M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.78M
5
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$1.68M

Top Sells

1
+$3.26M
2
+$1.45M
3
+$1.32M
4
SEP
Spectra Engy Parters Lp
SEP
+$1.23M
5
XHR
Xenia Hotels & Resorts
XHR
+$1.13M

Sector Composition

1 Technology 10.7%
2 Industrials 8.53%
3 Financials 8.26%
4 Utilities 6.82%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$290K 0.04%
5,932
-2,565
327
$288K 0.04%
7,969
+215
328
$287K 0.04%
6,874
-29,394
329
$283K 0.04%
+4,505
330
$277K 0.04%
1,696
+89
331
$275K 0.04%
2,497
+189
332
$274K 0.04%
3,748
+234
333
$274K 0.04%
9,000
+1,491
334
$273K 0.04%
10,138
-1
335
$272K 0.04%
4,255
-30
336
$271K 0.04%
1,466
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337
$271K 0.04%
3,647
-689
338
$270K 0.04%
+15,355
339
$268K 0.04%
+1,078
340
$266K 0.04%
2,099
-372
341
$264K 0.04%
4,060
+12
342
$263K 0.04%
6,552
-1,374
343
$261K 0.04%
3,121
+404
344
$261K 0.04%
+1,037
345
$261K 0.04%
1,289
-386
346
$259K 0.04%
2,392
+19
347
$259K 0.04%
2,273
+103
348
$257K 0.03%
1,757
-67
349
$256K 0.03%
3,032
-393
350
$256K 0.03%
3,394
+89
12 13
14
15 16