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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
526
$259 0.02%
+4,891
527
$257 0.02%
4,059
-1,111
528
$257 0.02%
+2,357
529
$256 0.02%
3,920
530
$253 0.02%
6,128
-2,344
531
$253 0.02%
12,291
+158
532
$250 0.02%
+6,056
533
$250 0.02%
3,417
+461
534
$250 0.02%
+15,278
535
$248 0.02%
25,710
+1,250
536
$248 0.02%
+4,926
537
$246 0.02%
4,135
-4,374
538
$246 0.02%
+4,773
539
$246 0.02%
45,781
-47,664
540
$245 0.02%
1,162
+413
541
$244 0.02%
+8,888
542
$244 0.02%
5,079
+84
543
$244 0.02%
3,480
+238
544
$243 0.02%
+6,392
545
$238 0.02%
790
-109
546
$238 0.02%
3,744
+320
547
$237 0.02%
15,933
-982
548
$235 0.02%
+17,823
549
$235 0.02%
+3,657
550
$234 0.02%
4,609
-6,645
20 21
22
23 24