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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
551
$233 0.02%
3,412
-2,930
552
$231 0.01%
12,457
553
$231 0.01%
+2,284
554
$231 0.01%
+9,350
555
$230 0.01%
14,499
-688
556
$230 0.01%
11,411
+161
557
$229 0.01%
+7,921
558
$229 0.01%
8,673
559
$229 0.01%
+2,300
560
$228 0.01%
1,861
-1,610
561
$226 0.01%
2,921
-587
562
$226 0.01%
6,140
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563
$226 0.01%
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564
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2,305
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565
$224 0.01%
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-1,294
566
$223 0.01%
+4,795
567
$223 0.01%
4,135
-2,658
568
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569
$217 0.01%
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570
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1,367
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571
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572
$216 0.01%
2,296
-73
573
$216 0.01%
11,700
+1,856
574
$212 0.01%
6,302
+261
575
$211 0.01%
9,531
+837
21 22
23
24 25