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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$29.5M
3
+$27.2M
4
WFC icon
Wells Fargo
WFC
+$26.2M
5
BND icon
Vanguard Total Bond Market
BND
+$24.9M

Top Sells

1
+$51.4M
2
+$44.3M
3
+$28.7M
4
UL icon
Unilever
UL
+$26M
5
MS icon
Morgan Stanley
MS
+$25.8M

Sector Composition

1 Technology 13.53%
2 Financials 5.66%
3 Healthcare 5.48%
4 Consumer Discretionary 4.76%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$230K ﹤0.01%
+4,953
1652
$229K ﹤0.01%
8,895
-13,175
1653
$229K ﹤0.01%
14,498
-418
1654
$228K ﹤0.01%
3,976
-2
1655
$228K ﹤0.01%
910
+905
1656
$228K ﹤0.01%
2,912
-34
1657
$227K ﹤0.01%
+8,302
1658
$227K ﹤0.01%
9,403
+328
1659
$226K ﹤0.01%
12,168
+10,437
1660
$226K ﹤0.01%
4,729
-221
1661
$225K ﹤0.01%
+4,237
1662
$224K ﹤0.01%
+8,401
1663
$224K ﹤0.01%
11,036
+8,291
1664
$223K ﹤0.01%
5,705
1665
$223K ﹤0.01%
9,079
+78
1666
$223K ﹤0.01%
+7,925
1667
$222K ﹤0.01%
7,061
-149
1668
$222K ﹤0.01%
7,832
-600
1669
$222K ﹤0.01%
3,624
+169
1670
$222K ﹤0.01%
686
-3
1671
$221K ﹤0.01%
6,100
+5,760
1672
$221K ﹤0.01%
218
+58
1673
$220K ﹤0.01%
+30,029
1674
$220K ﹤0.01%
4,814
-2,307
1675
$220K ﹤0.01%
4,632
+474
65 66
67
68 69