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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
576
$211 0.01%
2,281
-1,142
577
$207 0.01%
+1,250
578
$206 0.01%
+5,226
579
$205 0.01%
715
-16
580
$205 0.01%
3,196
-78
581
$203 0.01%
+23,595
582
$203 0.01%
+2,113
583
$203 0.01%
+1,637
584
$203 0.01%
1,264
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585
$202 0.01%
3,883
-611
586
$202 0.01%
+8,183
587
$201 0.01%
2,083
-1,897
588
$201 0.01%
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589
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590
$192 0.01%
16,530
591
$168 0.01%
30,916
-8,177
592
$161 0.01%
10,185
-10,876
593
$158 0.01%
10,499
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594
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595
$157 0.01%
54,380
-1,000
596
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+11,039
597
$144 0.01%
36,250
-5,000
598
$132 0.01%
3,035
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599
$131 0.01%
14,125
-2,365
600
$131 0.01%
+10,439