NA
NewEdge Advisors Portfolio holdings
AUM
$19.4B
1-Year Est. Return
18.33%
1 Year Est. Return
+18.33%
AUM
$11.5B
AUM Growth
+$931M
(+8.8%)
Holding
4,028
Top Buys
| 1 | +$53M | |
| 2 | +$40.6M | |
| 3 | +$33.4M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$29.1M |
| 5 |
DTE Energy
DTE
|
+$27.1M |
Top Sells
| 1 | +$65.4M | |
| 2 | +$39.2M | |
| 3 | +$33M | |
| 4 |
Comcast
CMCSA
|
+$26.6M |
| 5 |
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% |