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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
1776
$120K ﹤0.01%
3,582
+1,239
1777
$120K ﹤0.01%
2,501
1778
$120K ﹤0.01%
17,411
1779
$120K ﹤0.01%
4,338
1780
$120K ﹤0.01%
7,777
-67,311
1781
$120K ﹤0.01%
13,100
-16,124
1782
$119K ﹤0.01%
4,653
-4,709
1783
$117K ﹤0.01%
30,000
-15,200
1784
$116K ﹤0.01%
3,537
-757
1785
$116K ﹤0.01%
6,172
+6,001
1786
$115K ﹤0.01%
1,963
+15
1787
$114K ﹤0.01%
11,300
-3,600
1788
$113K ﹤0.01%
2,418
-72
1789
$113K ﹤0.01%
2,200
1790
$113K ﹤0.01%
5,312
+100
1791
$112K ﹤0.01%
18,645
+1,061
1792
$112K ﹤0.01%
4,088
+57
1793
$112K ﹤0.01%
10,281
+181
1794
$112K ﹤0.01%
11,800
1795
$111K ﹤0.01%
1,895
+1,435
1796
$111K ﹤0.01%
3,247
+322
1797
$110K ﹤0.01%
1,414
+1,100
1798
$110K ﹤0.01%
1,872
1799
$110K ﹤0.01%
2,889
+4
1800
$110K ﹤0.01%
1,964
+89
70 71
72
73 74