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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
1676
$174K ﹤0.01%
1,414
+743
1677
$173K ﹤0.01%
21,069
+15,424
1678
$173K ﹤0.01%
4,950
+28
1679
$170K ﹤0.01%
2,172
-11,159
1680
$170K ﹤0.01%
1,563
+632
1681
$169K ﹤0.01%
2,037
-200
1682
$169K ﹤0.01%
3,358
-51
1683
$168K ﹤0.01%
1,813
-152
1684
$167K ﹤0.01%
1,005
-5
1685
$167K ﹤0.01%
+53,501
1686
$167K ﹤0.01%
1,775
+636
1687
$165K ﹤0.01%
19,797
+4,423
1688
$165K ﹤0.01%
3,241
1689
$164K ﹤0.01%
10,820
-2,661
1690
$163K ﹤0.01%
7,913
-3,620
1691
$162K ﹤0.01%
1,536
+912
1692
$161K ﹤0.01%
21,625
-14,300
1693
$159K ﹤0.01%
9,186
+4,412
1694
$159K ﹤0.01%
7,005
+2,485
1695
$158K ﹤0.01%
+14,023
1696
$158K ﹤0.01%
1,333
-26
1697
$157K ﹤0.01%
2,527
-2,437
1698
$157K ﹤0.01%
939
+122
1699
$157K ﹤0.01%
4,607
+121
1700
$156K ﹤0.01%
4,000
+500
66 67
68
69 70