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
26
$11.4K 0.73%
82,305
+11,082
27
$11.1K 0.71%
42,371
+2,597
28
$11K 0.71%
332,115
-80,465
29
$11K 0.71%
158,932
+24,454
30
$10.8K 0.7%
155,494
-19,054
31
$10.6K 0.69%
91,042
+11,564
32
$10.6K 0.68%
48,110
+1,036
33
$10.3K 0.66%
81,238
+4,272
34
$9.81K 0.63%
50,376
+44,946
35
$9.77K 0.63%
106,861
+2,872
36
$9.65K 0.62%
202,779
+23,661
37
$9.48K 0.61%
195,535
-15,272
38
$9.37K 0.6%
252,434
+80,692
39
$9.26K 0.6%
373,483
+115,920
40
$9.19K 0.59%
224,247
+211,571
41
$9.16K 0.59%
136,314
+9,463
42
$9.05K 0.58%
59,026
+5,016
43
$8.94K 0.58%
170,689
+128,564
44
$8.94K 0.58%
99,968
+14,901
45
$8.79K 0.57%
96,146
+86,656
46
$8.68K 0.56%
159,935
+63,568
47
$8.62K 0.56%
73,923
+594
48
$8.39K 0.54%
114,020
+2,440
49
$7.94K 0.51%
100,255
-44,036
50
$7.86K 0.51%
166,479
+90,413
1
2
3 4 5