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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
$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
51
$7.78K 0.5%
311,554
+24,633
52
$7.59K 0.49%
37,197
+2,842
53
$7.56K 0.49%
67,007
+5,530
54
$7.03K 0.45%
127,806
+55,112
55
$6.93K 0.45%
101,901
+840
56
$6.51K 0.42%
115,848
+14,788
57
$6.46K 0.42%
41,909
+11,361
58
$6.39K 0.41%
50,078
+39,661
59
$6.37K 0.41%
81,712
+5,009
60
$6.28K 0.4%
119,122
+40,849
61
$6.26K 0.4%
147,994
-1,346
62
$6.24K 0.4%
121,693
-5,084
63
$6.05K 0.39%
101,166
+77,203
64
$5.84K 0.38%
226,488
+93,250
65
$5.8K 0.37%
55,819
+26,232
66
$5.79K 0.37%
44,900
-4,412
67
$5.78K 0.37%
57,670
+11,652
68
$5.67K 0.37%
232,792
+4,695
69
$5.67K 0.37%
46,657
+5,249
70
$5.66K 0.37%
107,778
+597
71
$5.65K 0.36%
233,935
+9,894
72
$5.5K 0.35%
140,682
-31,018
73
$5.49K 0.35%
44,204
+5,910
74
$5.48K 0.35%
79,529
+76,638
75
$5.47K 0.35%
34,329
-1,360
1 2
3
4 5