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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
451
$348 0.02%
+7,588
452
$347 0.02%
+26,019
453
$346 0.02%
+3,099
454
$345 0.02%
6,759
+1,506
455
$344 0.02%
8,366
-1,512
456
$343 0.02%
+5,143
457
$343 0.02%
4,202
-597
458
$340 0.02%
+11,431
459
$331 0.02%
43,290
+2,131
460
$331 0.02%
15,719
+156
461
$330 0.02%
+3,132
462
$328 0.02%
9,245
+2,460
463
$327 0.02%
8,143
+1,036
464
$325 0.02%
14,597
-7,377
465
$325 0.02%
7,188
+2,752
466
$324 0.02%
7,115
-1,369
467
$321 0.02%
3,888
+187
468
$321 0.02%
4,640
+293
469
$315 0.02%
1,971
+465
470
$313 0.02%
9,020
-3,080
471
$312 0.02%
9,142
-162,855
472
$307 0.02%
5,749
-100
473
$307 0.02%
3,045
+275
474
$307 0.02%
13,362
+43
475
$307 0.02%
9,501
17 18
19
20 21