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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
1651
$190K ﹤0.01%
2,430
1652
$188K ﹤0.01%
7,184
+608
1653
$187K ﹤0.01%
9,426
+185
1654
$186K ﹤0.01%
7,274
+532
1655
$186K ﹤0.01%
7,502
-320
1656
$186K ﹤0.01%
4,673
+137
1657
$185K ﹤0.01%
4,158
+1
1658
$185K ﹤0.01%
5,647
-466
1659
$185K ﹤0.01%
18,281
-5,225
1660
$184K ﹤0.01%
14,368
-506
1661
$182K ﹤0.01%
3,455
1662
$182K ﹤0.01%
33,557
-13,716
1663
$181K ﹤0.01%
9,880
-38,090
1664
$180K ﹤0.01%
4,758
-2,369
1665
$180K ﹤0.01%
3,896
-16
1666
$180K ﹤0.01%
4,065
1667
$179K ﹤0.01%
11,823
+111
1668
$179K ﹤0.01%
3,138
+1,173
1669
$178K ﹤0.01%
18,013
-8,700
1670
$178K ﹤0.01%
2,646
1671
$177K ﹤0.01%
11,982
+989
1672
$175K ﹤0.01%
646
+54
1673
$175K ﹤0.01%
2,046
+291
1674
$175K ﹤0.01%
3,567
+1,302
1675
$174K ﹤0.01%
3,488
+430
65 66
67
68 69