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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
651
$1.72M 0.02%
15,784
+449
652
$1.72M 0.02%
50,699
+16,102
653
$1.72M 0.02%
38,507
+1,015
654
$1.71M 0.02%
21,932
-3,203
655
$1.7M 0.02%
16,758
+5,810
656
$1.69M 0.02%
52,311
657
$1.69M 0.02%
36,884
+36,609
658
$1.67M 0.02%
58,244
+8,920
659
$1.67M 0.02%
79,301
+34,552
660
$1.67M 0.02%
30,524
+1,000
661
$1.65M 0.02%
49,964
-7,150
662
$1.65M 0.02%
11,053
+990
663
$1.65M 0.02%
74,413
-2,128
664
$1.63M 0.02%
27,623
-3,366
665
$1.61M 0.02%
75,807
+38,475
666
$1.61M 0.02%
34,756
+968
667
$1.61M 0.02%
16,043
+10,245
668
$1.61M 0.02%
13,001
+1,389
669
$1.6M 0.02%
51,976
+1,179
670
$1.59M 0.02%
7,385
+7,287
671
$1.58M 0.02%
9,306
+1,527
672
$1.58M 0.02%
306,894
+213,869
673
$1.58M 0.02%
57,193
+38,813
674
$1.58M 0.02%
3,591
-427
675
$1.58M 0.02%
33,287
-2,105
25 26
27
28 29