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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
1851
$94.1K ﹤0.01%
3,121
-2
1852
$94.1K ﹤0.01%
20,918
-14,898
1853
$93.8K ﹤0.01%
40,277
1854
$93.6K ﹤0.01%
3,278
+244
1855
$93.5K ﹤0.01%
2,823
-301
1856
$93.3K ﹤0.01%
1,415
+860
1857
$93.1K ﹤0.01%
19,386
1858
$93K ﹤0.01%
748
+30
1859
$93K ﹤0.01%
5,375
-1,100
1860
$92.9K ﹤0.01%
1,021
-386
1861
$92.9K ﹤0.01%
+851
1862
$92.7K ﹤0.01%
2,468
-40
1863
$92.6K ﹤0.01%
800
-454
1864
$92.4K ﹤0.01%
18,864
-6,400
1865
$92.3K ﹤0.01%
4,731
+9
1866
$92.2K ﹤0.01%
13,001
-7,075
1867
$92K ﹤0.01%
3,865
+2,484
1868
$91.3K ﹤0.01%
35,675
+10,870
1869
$91K ﹤0.01%
3,517
+902
1870
$90.6K ﹤0.01%
287
-2,619
1871
$90.6K ﹤0.01%
5,229
-1,000
1872
$90.1K ﹤0.01%
1,549
-3,130
1873
$89.5K ﹤0.01%
2,133
-1
1874
$89.5K ﹤0.01%
3,574
+3,546
1875
$89.3K ﹤0.01%
1,670
+391
73 74
75
76 77