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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
376
$222K 0.03%
10,517
-48
377
$221K 0.03%
1,307
+43
378
$213K 0.03%
+5,344
379
$213K 0.03%
5,546
+33
380
$212K 0.03%
3,391
-622
381
$210K 0.03%
+5,317
382
$209K 0.03%
2,395
-108
383
$209K 0.03%
7,579
-136
384
$208K 0.03%
+12,015
385
$206K 0.03%
+11,769
386
$204K 0.03%
10,600
387
$203K 0.03%
9,657
-47
388
$201K 0.03%
+1,843
389
$200K 0.03%
41,250
-3,000
390
$193K 0.03%
10,166
-977
391
$186K 0.03%
+10,795
392
$178K 0.02%
3,127
+294
393
$150K 0.02%
5,295
394
$149K 0.02%
+11,193
395
$140K 0.02%
10,684
+139
396
$136K 0.02%
37,140
+4,700
397
$112K 0.02%
10,000
398
$77K 0.01%
1,173
399
$74K 0.01%
5,500
400
$62K 0.01%
+18,000
14 15
16
17 18