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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
$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
426
$392 0.03%
10,586
+3,928
427
$391 0.03%
8,170
+1,928
428
$383 0.02%
2,962
-4,157
429
$381 0.02%
+14,000
430
$380 0.02%
27,890
-39,740
431
$377 0.02%
10,125
+5,829
432
$377 0.02%
+7,952
433
$376 0.02%
3,896
+1,505
434
$375 0.02%
5,282
+405
435
$375 0.02%
5,850
+1,473
436
$374 0.02%
102,800
+17,000
437
$372 0.02%
+38,724
438
$371 0.02%
5,405
+945
439
$369 0.02%
2,207
-65
440
$367 0.02%
26,060
-9,805
441
$366 0.02%
+15,217
442
$363 0.02%
1,815
+100
443
$362 0.02%
10,058
+3,752
444
$360 0.02%
4,660
+491
445
$356 0.02%
+14,421
446
$355 0.02%
19,787
+7,470
447
$351 0.02%
22,520
+10,760
448
$350 0.02%
4,019
+1,263
449
$350 0.02%
15,882
+1,810
450
$348 0.02%
3,892
-158
16 17
18
19 20