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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
1526
$247K ﹤0.01%
689
-2,396
1527
$247K ﹤0.01%
15,727
+822
1528
$246K ﹤0.01%
+12,818
1529
$246K ﹤0.01%
+6,751
1530
$246K ﹤0.01%
14,439
-1,184
1531
$246K ﹤0.01%
3,800
1532
$246K ﹤0.01%
+2,383
1533
$246K ﹤0.01%
3,999
-104
1534
$246K ﹤0.01%
4,119
-2,001
1535
$245K ﹤0.01%
25,907
1536
$245K ﹤0.01%
6,811
+4,746
1537
$245K ﹤0.01%
9,933
-500
1538
$244K ﹤0.01%
3,963
-205
1539
$244K ﹤0.01%
21,915
-8,100
1540
$243K ﹤0.01%
4,720
-650
1541
$243K ﹤0.01%
2,359
-2,919
1542
$242K ﹤0.01%
+2,682
1543
$242K ﹤0.01%
2,789
-272
1544
$242K ﹤0.01%
5,466
-125
1545
$241K ﹤0.01%
31,600
-7,900
1546
$241K ﹤0.01%
+7,772
1547
$240K ﹤0.01%
7,271
+7,152
1548
$240K ﹤0.01%
7,453
-840
1549
$240K ﹤0.01%
39,933
+29,275
1550
$240K ﹤0.01%
24,750
-12,375
60 61
62
63 64