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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
1051
$664K 0.01%
57,528
-5,231
1052
$664K 0.01%
+5,351
1053
$663K 0.01%
247,500
-52,100
1054
$660K 0.01%
27,254
+11,323
1055
$657K 0.01%
8,369
+199
1056
$657K 0.01%
3,727
1057
$654K 0.01%
18,596
+6,771
1058
$654K 0.01%
14,305
+1,559
1059
$652K 0.01%
11,465
-833
1060
$652K 0.01%
24,282
+575
1061
$652K 0.01%
10,230
+10,094
1062
$649K 0.01%
109,556
+2,065
1063
$647K 0.01%
17,511
-21,046
1064
$642K 0.01%
+6,790
1065
$641K 0.01%
8,166
-17,415
1066
$641K 0.01%
2,920
-5
1067
$638K 0.01%
22,070
-6,575
1068
$635K 0.01%
6,146
-545
1069
$633K 0.01%
109,105
1070
$633K 0.01%
120,761
-18,400
1071
$632K 0.01%
22,624
+4,362
1072
$630K 0.01%
42,953
+41,113
1073
$627K 0.01%
+22,372
1074
$625K 0.01%
15,037
-53
1075
$622K 0.01%
18,310
41 42
43
44 45