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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
126
$2.63K 0.17%
69,964
+26,252
127
$2.51K 0.16%
+53,705
128
$2.5K 0.16%
+18,546
129
$2.43K 0.16%
53,823
+12,754
130
$2.42K 0.16%
49,070
+23,364
131
$2.42K 0.16%
49,183
-38,064
132
$2.39K 0.15%
21,843
+19,654
133
$2.38K 0.15%
82,747
+5,441
134
$2.37K 0.15%
+45,044
135
$2.36K 0.15%
57,273
+24,009
136
$2.35K 0.15%
23,285
+8,912
137
$2.31K 0.15%
+45,243
138
$2.3K 0.15%
41,129
+4,341
139
$2.29K 0.15%
42,477
+1,332
140
$2.28K 0.15%
78,512
+2,080
141
$2.27K 0.15%
12,053
+72
142
$2.24K 0.14%
19,479
+2,938
143
$2.22K 0.14%
42,960
+1,060
144
$2.22K 0.14%
18,553
+551
145
$2.22K 0.14%
17,510
-3,542
146
$2.2K 0.14%
30,636
+2,224
147
$2.17K 0.14%
24,346
+11,044
148
$2.17K 0.14%
25,230
+526
149
$2.15K 0.14%
14,391
+9,051
150
$2.12K 0.14%
24,494
+4,791
4 5
6
7 8