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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
501
$283 0.02%
+2,333
502
$283 0.02%
+5,465
503
$283 0.02%
13,441
+37
504
$279 0.02%
+7,222
505
$278 0.02%
+1,463
506
$278 0.02%
1,802
-56
507
$277 0.02%
+6,297
508
$276 0.02%
21,661
+10,642
509
$275 0.02%
9,109
+500
510
$274 0.02%
12,035
+35
511
$273 0.02%
8,241
+1,000
512
$272 0.02%
12,884
-967
513
$270 0.02%
16,020
-400
514
$270 0.02%
432
-83
515
$269 0.02%
14,145
-350
516
$267 0.02%
1,986
-105
517
$266 0.02%
+19,200
518
$266 0.02%
6,131
+369
519
$266 0.02%
28,195
+7,870
520
$265 0.02%
+20,574
521
$264 0.02%
+2,390
522
$262 0.02%
+6,016
523
$262 0.02%
7,822
+1,739
524
$261 0.02%
5,676
+2,818
525
$259 0.02%
3,208
+8
19 20
21
22 23