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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
826
$1.1M 0.01%
11,911
+3,022
827
$1.1M 0.01%
22,948
+252
828
$1.1M 0.01%
35,718
-8,600
829
$1.09M 0.01%
2,897
-313
830
$1.09M 0.01%
5,335
+3,452
831
$1.09M 0.01%
23,464
-2,641
832
$1.08M 0.01%
92,477
-17,483
833
$1.08M 0.01%
14,960
+1,238
834
$1.08M 0.01%
37,028
+24,620
835
$1.08M 0.01%
14,200
-439
836
$1.08M 0.01%
27,474
+26,741
837
$1.08M 0.01%
1,770
+9
838
$1.08M 0.01%
25,413
+22,884
839
$1.07M 0.01%
50,191
+1,255
840
$1.07M 0.01%
73,612
+4,024
841
$1.07M 0.01%
7,457
-292
842
$1.07M 0.01%
34,703
+25,035
843
$1.07M 0.01%
28,550
+6,000
844
$1.07M 0.01%
35,118
+916
845
$1.07M 0.01%
49,263
+5,466
846
$1.06M 0.01%
50,433
-5,032
847
$1.06M 0.01%
103,327
848
$1.04M 0.01%
16,547
-33,197
849
$1.04M 0.01%
38,980
+35,034
850
$1.04M 0.01%
55,109
-5,803
32 33
34
35 36