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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
$1.55M
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$115K
2
+$12.1K
3
+$11.8K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.1K
5
AMGN icon
Amgen
AMGN
+$8.75K

Top Sells

1
+$3.21M
2
+$1.89M
3
+$1.59M
4
CC icon
Chemours
CC
+$1.44M
5
PVH icon
PVH
PVH
+$1.34M

Sector Composition

1 Consumer Discretionary 18.29%
2 Technology 6.87%
3 Financials 6.22%
4 Industrials 6.01%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.41K 0.35%
223,461
+8,208
77
$5.21K 0.34%
186,638
+13,336
78
$5.14K 0.33%
102,022
+17,761
79
$4.99K 0.32%
45,173
+2,896
80
$4.81K 0.31%
61,710
+30,350
81
$4.77K 0.31%
60,766
+22,407
82
$4.76K 0.31%
90,806
+20,058
83
$4.56K 0.29%
66,854
+2,587
84
$4.51K 0.29%
118,365
+34,585
85
$4.46K 0.29%
107,573
-8,120
86
$4.43K 0.29%
179,894
+69,808
87
$4.42K 0.28%
133,058
+36,159
88
$4.41K 0.28%
47,840
+1,443
89
$4.18K 0.27%
174,132
+72,720
90
$4.16K 0.27%
74,349
-3,652
91
$4K 0.26%
29,761
+8,430
92
$3.96K 0.26%
44,232
+2,500
93
$3.93K 0.25%
66,783
+5,709
94
$3.88K 0.25%
39,133
+413
95
$3.87K 0.25%
194,100
-1,225
96
$3.83K 0.25%
15,388
+1,125
97
$3.79K 0.24%
173,800
+118,676
98
$3.74K 0.24%
+77,886
99
$3.73K 0.24%
28,492
-7,869
100
$3.61K 0.23%
168,261
-7,254
2 3
4
5 6