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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
876
$1.27M 0.01%
9,735
+340
877
$1.27M 0.01%
84,097
-700
878
$1.27M 0.01%
18,785
-184
879
$1.27M 0.01%
37,911
-3,258
880
$1.26M 0.01%
2,252
+669
881
$1.26M 0.01%
13,870
+2,565
882
$1.26M 0.01%
4,086
-554
883
$1.26M 0.01%
17,522
+2,466
884
$1.26M 0.01%
35,100
+23,906
885
$1.25M 0.01%
22,810
+2,515
886
$1.25M 0.01%
22,586
-817
887
$1.25M 0.01%
24,646
-25,721
888
$1.25M 0.01%
19,474
+792
889
$1.25M 0.01%
28,601
-7,436
890
$1.25M 0.01%
13,650
-556
891
$1.24M 0.01%
7,932
+2,316
892
$1.24M 0.01%
34,776
-13,676
893
$1.23M 0.01%
21,779
-10,850
894
$1.22M 0.01%
19,222
+8,428
895
$1.22M 0.01%
36,030
+23,714
896
$1.22M 0.01%
26,555
+49
897
$1.22M 0.01%
19,650
-4,350
898
$1.21M 0.01%
52,916
+1,301
899
$1.21M 0.01%
29,744
+5,014
900
$1.21M 0.01%
21,121
+17,132
34 35
36
37 38