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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
476
$305 0.02%
7,197
+324
477
$305 0.02%
8,448
-2,694
478
$303 0.02%
2,490
-630
479
$301 0.02%
3,368
-12,008
480
$299 0.02%
14,418
-1,920
481
$298 0.02%
14,370
+158
482
$296 0.02%
+12,580
483
$296 0.02%
2,884
+959
484
$295 0.02%
2,764
-2,678
485
$295 0.02%
18,316
-3,039
486
$292 0.02%
+23,927
487
$292 0.02%
+1,311
488
$291 0.02%
+18,660
489
$290 0.02%
+2,683
490
$289 0.02%
+19,017
491
$288 0.02%
+22,149
492
$288 0.02%
2,549
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493
$288 0.02%
8,000
+2,300
494
$288 0.02%
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495
$287 0.02%
+3,084
496
$286 0.02%
8,091
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497
$286 0.02%
41,226
+7,450
498
$284 0.02%
8,828
-7
499
$284 0.02%
9,668
+434
500
$284 0.02%
3,770