NA

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
$1.55M
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$115K
2
+$12.1K
3
+$11.8K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.1K
5
AMGN icon
Amgen
AMGN
+$8.75K

Top Sells

1
+$3.21M
2
+$1.89M
3
+$1.59M
4
CC icon
Chemours
CC
+$1.44M
5
PVH icon
PVH
PVH
+$1.34M

Sector Composition

1 Consumer Discretionary 18.29%
2 Technology 6.87%
3 Financials 6.22%
4 Industrials 6.01%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$486 0.03%
7,910
-4,804
377
$486 0.03%
7,847
+2,166
378
$485 0.03%
10,528
+2,357
379
$480 0.03%
15,971
+581
380
$479 0.03%
4,668
-3,914
381
$479 0.03%
10,247
+4,863
382
$478 0.03%
+3,838
383
$475 0.03%
9,506
+4,277
384
$473 0.03%
14,218
+8,975
385
$471 0.03%
17,596
+5,548
386
$469 0.03%
9,708
+2,286
387
$469 0.03%
9,106
+407
388
$465 0.03%
8,187
-162
389
$462 0.03%
6,424
+315
390
$460 0.03%
34,877
+20,482
391
$455 0.03%
5,176
+232
392
$454 0.03%
3,038
+18
393
$453 0.03%
18,091
+6
394
$451 0.03%
24,435
-16,611
395
$449 0.03%
9,992
+1,796
396
$444 0.03%
16,715
-599
397
$443 0.03%
4,079
-1,557
398
$442 0.03%
1,683
+413
399
$441 0.03%
1,458
-90
400
$441 0.03%
186,851
-7,500
14 15
16
17 18