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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
601
$127 0.01%
+10,127
602
$120 0.01%
11,090
-632
603
$117 0.01%
23,600
-3,350
604
$113 0.01%
10,678
-640
605
$111 0.01%
10,863
-660
606
$110 0.01%
13,303
-2,559
607
$109 0.01%
13,000
+300
608
$105 0.01%
7,350
+1,805
609
$87 0.01%
4,649
610
$82 0.01%
1,442
+37
611
$79 0.01%
+10,156
612
$79 0.01%
+10,531
613
$79 0.01%
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614
$71 ﹤0.01%
10,831
-2,699
615
$63 ﹤0.01%
14,500
+2,000
616
$62 ﹤0.01%
12,494
-3,842
617
$55 ﹤0.01%
36,800
618
$46 ﹤0.01%
11,567
-1,781
619
$32 ﹤0.01%
4,500
620
$27 ﹤0.01%
+272
621
$19 ﹤0.01%
13,021
+150
622
$17 ﹤0.01%
10,000
623
$11 ﹤0.01%
1,350
624
$9 ﹤0.01%
10,000
-24,290
625
$6 ﹤0.01%
+11,000
23 24
25
26 27