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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
1926
$78.2K ﹤0.01%
2,578
+46
1927
$78.2K ﹤0.01%
3,359
-542
1928
$78.1K ﹤0.01%
477
-6
1929
$77.9K ﹤0.01%
2,299
+53
1930
$77.7K ﹤0.01%
1,921
1931
$77.1K ﹤0.01%
13,284
-2,944
1932
$77K ﹤0.01%
448
+428
1933
$77K ﹤0.01%
1,639
-289
1934
$76.4K ﹤0.01%
2,177
-32
1935
$76.3K ﹤0.01%
3,355
+1
1936
$75.9K ﹤0.01%
2,649
-323
1937
$75.8K ﹤0.01%
15,600
1938
$75.6K ﹤0.01%
8,915
+550
1939
$75.4K ﹤0.01%
12,921
1940
$75.4K ﹤0.01%
3,154
-62,955
1941
$75.3K ﹤0.01%
1,299
+1,237
1942
$75.1K ﹤0.01%
1,991
-489
1943
$75.1K ﹤0.01%
975
+311
1944
$74.8K ﹤0.01%
3,574
+9
1945
$74.7K ﹤0.01%
+990
1946
$74.4K ﹤0.01%
37,011
+5,250
1947
$74.3K ﹤0.01%
4,595
-75
1948
$74.2K ﹤0.01%
413
+225
1949
$74.1K ﹤0.01%
1,225
1950
$74.1K ﹤0.01%
+1,983
76 77
78
79 80