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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
1551
$239K ﹤0.01%
1,897
-3,309
1552
$238K ﹤0.01%
2,349
-577
1553
$237K ﹤0.01%
5,035
+4,823
1554
$237K ﹤0.01%
4,777
-5,216
1555
$237K ﹤0.01%
18,686
+2,729
1556
$237K ﹤0.01%
12,690
-4,700
1557
$236K ﹤0.01%
11,920
-10,548
1558
$236K ﹤0.01%
19,700
-11,900
1559
$236K ﹤0.01%
6,105
+5,328
1560
$235K ﹤0.01%
5,123
+385
1561
$235K ﹤0.01%
26,906
+3,006
1562
$235K ﹤0.01%
7,835
-164
1563
$235K ﹤0.01%
4,331
-4,332
1564
$234K ﹤0.01%
4,278
+3,878
1565
$234K ﹤0.01%
3,696
-500
1566
$233K ﹤0.01%
3,121
1567
$233K ﹤0.01%
1,866
+2
1568
$233K ﹤0.01%
4,796
-2,634
1569
$233K ﹤0.01%
9,044
+8,119
1570
$232K ﹤0.01%
2,728
-5,094
1571
$231K ﹤0.01%
208
-8
1572
$231K ﹤0.01%
15,376
+15,177
1573
$230K ﹤0.01%
8,424
+447
1574
$230K ﹤0.01%
15,403
-12,752
1575
$228K ﹤0.01%
12,612
+1,118
61 62
63
64 65