NA

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
$739M
AUM Growth
+$95.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.94M
3
+$2.22M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.78M
5
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$1.68M

Top Sells

1
+$3.26M
2
+$1.45M
3
+$1.32M
4
SEP
Spectra Engy Parters Lp
SEP
+$1.23M
5
XHR
Xenia Hotels & Resorts
XHR
+$1.13M

Sector Composition

1 Technology 10.7%
2 Industrials 8.53%
3 Financials 8.26%
4 Utilities 6.82%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.62M 0.22%
11,586
-904
102
$1.61M 0.22%
13,353
-4,712
103
$1.6M 0.22%
19,192
-1,289
104
$1.59M 0.22%
31,994
+2,831
105
$1.59M 0.22%
68,759
+25,601
106
$1.59M 0.21%
94,459
+3,700
107
$1.57M 0.21%
62,893
-11,728
108
$1.56M 0.21%
16,704
+1,414
109
$1.56M 0.21%
28,914
+43
110
$1.53M 0.21%
33,640
+3,154
111
$1.51M 0.2%
9,713
+1,397
112
$1.5M 0.2%
21,991
-1,663
113
$1.49M 0.2%
14,406
+809
114
$1.49M 0.2%
+15,615
115
$1.47M 0.2%
23,528
-3,061
116
$1.46M 0.2%
33,215
+570
117
$1.45M 0.2%
32,475
+1,511
118
$1.44M 0.2%
33,130
+1,097
119
$1.44M 0.19%
48,930
+5,873
120
$1.43M 0.19%
11,994
+183
121
$1.43M 0.19%
37,896
+949
122
$1.42M 0.19%
18,222
+1,846
123
$1.42M 0.19%
24,258
-1,345
124
$1.42M 0.19%
24,804
+124
125
$1.41M 0.19%
23,414
-3,376
3 4
5
6 7