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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
351
$256K 0.03%
12,000
352
$255K 0.03%
4,413
-639
353
$252K 0.03%
+4,334
354
$249K 0.03%
7,922
+6
355
$246K 0.03%
1,429
356
$244K 0.03%
5,900
-1,300
357
$239K 0.03%
13,580
+702
358
$238K 0.03%
7,000
359
$237K 0.03%
+1,873
360
$237K 0.03%
13,130
+29
361
$237K 0.03%
11,160
-46
362
$234K 0.03%
1,166
+85
363
$234K 0.03%
+3,375
364
$234K 0.03%
1,386
+26
365
$232K 0.03%
9,686
+183
366
$230K 0.03%
10,850
+670
367
$229K 0.03%
3,301
-64
368
$228K 0.03%
16,530
369
$228K 0.03%
+3,075
370
$227K 0.03%
5,148
-1,595
371
$226K 0.03%
+5,242
372
$226K 0.03%
+7,460
373
$225K 0.03%
1,548
+9
374
$224K 0.03%
+4,121
375
$223K 0.03%
+1,586
13 14
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