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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
1901
$83.9K ﹤0.01%
2,584
-780
1902
$83.9K ﹤0.01%
1,939
-39
1903
$83.8K ﹤0.01%
20,800
-7,100
1904
$83.4K ﹤0.01%
10,503
1905
$83.4K ﹤0.01%
1,899
-23
1906
$83K ﹤0.01%
6,195
-35
1907
$82.9K ﹤0.01%
2,800
-14,594
1908
$82.9K ﹤0.01%
+8,622
1909
$82.8K ﹤0.01%
635
-2,336
1910
$82.7K ﹤0.01%
1,429
-1,718
1911
$82.6K ﹤0.01%
4,832
+982
1912
$82.4K ﹤0.01%
525
1913
$82.3K ﹤0.01%
2,865
+382
1914
$81.9K ﹤0.01%
1,500
1915
$81.6K ﹤0.01%
1,158
-428
1916
$81.5K ﹤0.01%
5,475
-12,350
1917
$80.7K ﹤0.01%
16,241
-4,899
1918
$80.1K ﹤0.01%
18,200
-6,100
1919
$79.7K ﹤0.01%
1,519
+46
1920
$79.6K ﹤0.01%
3,226
-192
1921
$79.4K ﹤0.01%
4,254
+8
1922
$79.2K ﹤0.01%
745
+340
1923
$78.7K ﹤0.01%
3,423
1924
$78.3K ﹤0.01%
2,660
-345
1925
$78.3K ﹤0.01%
1,800
75 76
77
78 79