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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
701
$1.47M 0.02%
25,535
-1,501
702
$1.47M 0.02%
13,020
+7,969
703
$1.47M 0.02%
51,362
+6,069
704
$1.47M 0.02%
105,907
+4,726
705
$1.47M 0.02%
29,349
-3,992
706
$1.46M 0.02%
21,571
+118
707
$1.46M 0.02%
11,942
-718
708
$1.46M 0.02%
17,173
-5,632
709
$1.46M 0.02%
20,955
+1,061
710
$1.45M 0.02%
13,045
+566
711
$1.44M 0.02%
13,724
-664
712
$1.44M 0.02%
8,826
+230
713
$1.44M 0.02%
17,628
+157
714
$1.43M 0.02%
30,241
+3,046
715
$1.43M 0.02%
34,597
+17,160
716
$1.42M 0.02%
84,429
+7,737
717
$1.42M 0.02%
29,797
-2,459
718
$1.42M 0.02%
59,706
+22,456
719
$1.41M 0.02%
38,921
+13,302
720
$1.41M 0.02%
9,329
+353
721
$1.4M 0.02%
60,377
+20,082
722
$1.4M 0.02%
6,654
+790
723
$1.4M 0.02%
40,679
+2,252
724
$1.39M 0.02%
36,729
-3,479
725
$1.39M 0.02%
13,007
+11,308
27 28
29
30 31