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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
1426
$302K ﹤0.01%
6,765
+13
1427
$301K ﹤0.01%
+6,691
1428
$301K ﹤0.01%
7,683
-923
1429
$300K ﹤0.01%
70,400
-15,900
1430
$299K ﹤0.01%
1,299
-52
1431
$298K ﹤0.01%
3,660
-74
1432
$298K ﹤0.01%
8,865
-1,291
1433
$298K ﹤0.01%
18,678
+600
1434
$295K ﹤0.01%
1,858
+1,771
1435
$295K ﹤0.01%
8,634
+1,470
1436
$295K ﹤0.01%
3,204
-1,155
1437
$295K ﹤0.01%
7,096
1438
$293K ﹤0.01%
38,539
-767
1439
$293K ﹤0.01%
9,564
-1,532
1440
$293K ﹤0.01%
96,900
-31,700
1441
$292K ﹤0.01%
9,431
+825
1442
$292K ﹤0.01%
14,718
+1,925
1443
$292K ﹤0.01%
2,485
-50
1444
$292K ﹤0.01%
4,968
-1,310
1445
$291K ﹤0.01%
32,688
-230
1446
$291K ﹤0.01%
68,328
-10,372
1447
$290K ﹤0.01%
8,023
+6,322
1448
$290K ﹤0.01%
11,705
-72,227
1449
$290K ﹤0.01%
1,541
+1,291
1450
$288K ﹤0.01%
7,881
-320
56 57
58
59 60