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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
$9.1B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,735
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$39.4M
3
+$27.7M
4
SBUX icon
Starbucks
SBUX
+$26.9M
5
AVGO icon
Broadcom
AVGO
+$26.3M

Top Sells

1
+$26.3M
2
+$24.3M
3
+$23.4M
4
HON icon
Honeywell
HON
+$22.3M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.2M

Sector Composition

1 Technology 12.33%
2 Financials 5.59%
3 Healthcare 5.58%
4 Consumer Discretionary 4.62%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.99M 0.02%
39,682
-868
602
$1.97M 0.02%
21,536
-3,733
603
$1.96M 0.02%
29,875
+290
604
$1.94M 0.02%
18,280
-9,716
605
$1.94M 0.02%
26,016
-460
606
$1.93M 0.02%
64,234
-372
607
$1.93M 0.02%
29,752
+3,431
608
$1.92M 0.02%
15,134
-447
609
$1.92M 0.02%
30,214
+8,520
610
$1.91M 0.02%
51,329
-3,510
611
$1.9M 0.02%
13,960
+7,729
612
$1.9M 0.02%
5,872
+483
613
$1.9M 0.02%
130,164
+38,442
614
$1.89M 0.02%
32,483
+1,437
615
$1.89M 0.02%
16,712
-19,766
616
$1.88M 0.02%
48,355
+2,523
617
$1.87M 0.02%
4,286
+12
618
$1.87M 0.02%
30,114
-24
619
$1.86M 0.02%
96,967
+5,110
620
$1.86M 0.02%
75,985
-17,748
621
$1.86M 0.02%
77,367
-17,572
622
$1.85M 0.02%
26,774
+14,487
623
$1.85M 0.02%
50,415
-4,014
624
$1.85M 0.02%
11,847
+426
625
$1.85M 0.02%
12,097
+1,243
23 24
25
26 27