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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
$11.5B
AUM Growth
+$931M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,028
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$40.6M
3
+$33.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$29.1M
5
DTE icon
DTE Energy
DTE
+$27.1M

Top Sells

1
+$65.4M
2
+$39.2M
3
+$33M
4
CMCSA icon
Comcast
CMCSA
+$26.6M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$25.9M

Sector Composition

1 Technology 14.1%
2 Financials 6.1%
3 Healthcare 5.62%
4 Consumer Discretionary 4.8%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.43M 0.01%
29,787
+207
827
$1.42M 0.01%
24,678
-3,392
828
$1.42M 0.01%
39,866
-59,559
829
$1.41M 0.01%
27,858
+162
830
$1.41M 0.01%
27,370
-1,037
831
$1.41M 0.01%
160,532
-5,440
832
$1.41M 0.01%
31,093
-1,546
833
$1.4M 0.01%
74,968
-182,019
834
$1.4M 0.01%
15,924
+850
835
$1.4M 0.01%
104,961
+30,676
836
$1.4M 0.01%
20,887
-17,626
837
$1.4M 0.01%
11,707
-20,127
838
$1.39M 0.01%
87,924
+26,827
839
$1.39M 0.01%
2,256
+473
840
$1.38M 0.01%
45,081
+19,051
841
$1.38M 0.01%
17,671
-1,142
842
$1.38M 0.01%
177,636
-22
843
$1.38M 0.01%
37,676
-38,637
844
$1.37M 0.01%
28,518
+5,316
845
$1.37M 0.01%
253,783
-22,623
846
$1.37M 0.01%
38,838
+2,444
847
$1.37M 0.01%
31,937
-45,833
848
$1.37M 0.01%
29,009
+12,925
849
$1.36M 0.01%
25,654
-4,024
850
$1.36M 0.01%
11,223
-925
32 33
34
35 36