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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
1951
$74.1K ﹤0.01%
1,872
+4
1952
$74K ﹤0.01%
1,231
+207
1953
$74K ﹤0.01%
4,567
-779
1954
$73.9K ﹤0.01%
688
+360
1955
$73.9K ﹤0.01%
+2,278
1956
$73.7K ﹤0.01%
905
-28
1957
$73.4K ﹤0.01%
29,725
-609
1958
$73.4K ﹤0.01%
744
+131
1959
$73K ﹤0.01%
1,356
-50
1960
$72.7K ﹤0.01%
3,418
+2,937
1961
$72.6K ﹤0.01%
12,300
-900
1962
$72.1K ﹤0.01%
21,583
-4,627
1963
$72K ﹤0.01%
705
-42
1964
$71.9K ﹤0.01%
+731
1965
$71.3K ﹤0.01%
5,879
-1,423
1966
$71.3K ﹤0.01%
2,635
-14,973
1967
$71.1K ﹤0.01%
1,625
1968
$71K ﹤0.01%
3,185
-1,406
1969
$70.8K ﹤0.01%
365
-33
1970
$70.8K ﹤0.01%
2,224
-444
1971
$70.8K ﹤0.01%
5,603
+346
1972
$70.7K ﹤0.01%
1,419
+1,220
1973
$70.5K ﹤0.01%
4,500
1974
$70.3K ﹤0.01%
4,117
1975
$70.1K ﹤0.01%
7,654
+4,217
77 78
79
80 81