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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
926
$863K 0.01%
14,901
+8,136
927
$861K 0.01%
15,145
+173
928
$861K 0.01%
194,800
-37,519
929
$861K 0.01%
129,224
-22,200
930
$854K 0.01%
24,075
-19,075
931
$854K 0.01%
59,014
-7,168
932
$854K 0.01%
31,469
+1,689
933
$850K 0.01%
25,837
-3,552
934
$844K 0.01%
14,138
+1,025
935
$844K 0.01%
35,824
+2,771
936
$842K 0.01%
93,183
+621
937
$841K 0.01%
30,202
-6,631
938
$841K 0.01%
59,744
+11,980
939
$841K 0.01%
11,506
-1,792
940
$840K 0.01%
17,464
-3,319
941
$838K 0.01%
25,988
+40
942
$838K 0.01%
114,150
-18,650
943
$838K 0.01%
10,430
+3,689
944
$837K 0.01%
37,162
+10,773
945
$836K 0.01%
12,636
+11,612
946
$834K 0.01%
29,349
+3,590
947
$834K 0.01%
7,431
-1,605
948
$833K 0.01%
73,779
+48,868
949
$831K 0.01%
30,295
-975
950
$827K 0.01%
37,768
-20,150
36 37
38
39 40