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
676
-4,638
677
-2,576
678
-3,075
679
-2,706
680
-9,502
681
-15,581
682
-941
683
-4,089
684
-4,345
685
-29,490
686
-7,660
687
-1,484
688
-7,630
689
-2,390
690
-2,442
691
-8,090
692
-13,315
693
-5,808
694
-3,048
695
-3,858
696
-11,763
697
-16,617
698
-9,313
699
-9,150
700
-23,618