NA

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
626
-3,431
627
-3,237
628
-19,760
629
-14,490
630
-4,879
631
-10,004
632
-5,496
633
-10,937
634
-2,189
635
-1,727
636
-8,044
637
-26,843
638
-12,761
639
-3,242
640
-3,125
641
-12,318
642
-5,601
643
-6,422
644
-6,708
645
-7,036
646
-3,852
647
-36,540
648
-4,400
649
-3,953
650
-5,423