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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
1451
$287K ﹤0.01%
20,907
+16
1452
$287K ﹤0.01%
3,778
-1,159
1453
$285K ﹤0.01%
4,108
-1,198
1454
$285K ﹤0.01%
+19,627
1455
$284K ﹤0.01%
16,451
1456
$284K ﹤0.01%
906
+328
1457
$283K ﹤0.01%
19,229
1458
$283K ﹤0.01%
6,214
+6,189
1459
$282K ﹤0.01%
8,920
+352
1460
$282K ﹤0.01%
64,011
1461
$282K ﹤0.01%
12,408
-671
1462
$281K ﹤0.01%
6,227
+2,977
1463
$281K ﹤0.01%
12,577
+12,567
1464
$281K ﹤0.01%
18,525
-17,555
1465
$280K ﹤0.01%
9,203
-10,967
1466
$279K ﹤0.01%
3,305
-5,242
1467
$279K ﹤0.01%
4,886
-331
1468
$279K ﹤0.01%
5,127
1469
$278K ﹤0.01%
3,724
+3,405
1470
$277K ﹤0.01%
3,379
-576
1471
$277K ﹤0.01%
2,323
-287
1472
$276K ﹤0.01%
+10,000
1473
$275K ﹤0.01%
29,178
+1,896
1474
$274K ﹤0.01%
7,861
+1,596
1475
$274K ﹤0.01%
55,594
-11,606
57 58
59
60 61