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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
101
$3.56K 0.23%
89,052
-21,552
102
$3.55K 0.23%
32,668
-627
103
$3.49K 0.23%
26,070
-276
104
$3.37K 0.22%
+345,831
105
$3.34K 0.22%
18,834
-1,692
106
$3.33K 0.21%
25,201
+2,062
107
$3.25K 0.21%
44,646
+1,640
108
$3.16K 0.2%
23,962
+10,189
109
$3.13K 0.2%
91,427
-1,838
110
$3.06K 0.2%
22,114
+10,654
111
$2.97K 0.19%
57,120
+420
112
$2.95K 0.19%
32,137
-4,261
113
$2.9K 0.19%
34,729
+21,688
114
$2.9K 0.19%
61,861
-14,953
115
$2.9K 0.19%
93,243
+9,975
116
$2.84K 0.18%
60,873
+19,697
117
$2.83K 0.18%
57,545
+23,184
118
$2.8K 0.18%
59,115
-2,961
119
$2.76K 0.18%
58,465
-23,805
120
$2.76K 0.18%
36,956
-8,439
121
$2.75K 0.18%
28,026
+16,618
122
$2.71K 0.18%
54,210
+25,488
123
$2.71K 0.17%
20,680
-2,890
124
$2.7K 0.17%
70,603
+61,890
125
$2.69K 0.17%
24,551
+3,304
3 4
5
6 7