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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
876
$960K 0.01%
11,130
+10,987
877
$953K 0.01%
180,544
+180,277
878
$953K 0.01%
18,925
+16,986
879
$949K 0.01%
78,005
+1,251
880
$948K 0.01%
34,921
-993
881
$948K 0.01%
8,217
+585
882
$947K 0.01%
49,567
-606
883
$943K 0.01%
42,388
-6,856
884
$942K 0.01%
10,435
+337
885
$942K 0.01%
24,580
-2,344
886
$937K 0.01%
7,527
-1,802
887
$937K 0.01%
32,695
+5,225
888
$935K 0.01%
22,270
+412
889
$932K 0.01%
21,784
+342
890
$926K 0.01%
14,675
+14,425
891
$924K 0.01%
30,245
-3,951
892
$922K 0.01%
36,947
-2,209
893
$921K 0.01%
7,439
-85
894
$920K 0.01%
4,078
-443
895
$914K 0.01%
27,561
-5
896
$912K 0.01%
44,866
+18,753
897
$911K 0.01%
15,121
-1,941
898
$910K 0.01%
86,297
-333
899
$910K 0.01%
23,335
+8,367
900
$909K 0.01%
26,583
+6,403
34 35
36
37 38