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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
$1.55M
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$115K
2 +$12.1K
3 +$11.8K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.1K
5
AMGN icon
Amgen
AMGN
+$8.75K

Top Sells

1 +$3.21M
2 +$1.89M
3 +$1.59M
4
CC icon
Chemours
CC
+$1.44M
5
PVH icon
PVH
PVH
+$1.34M

Sector Composition

1 Consumer Discretionary 18.29%
2 Technology 6.87%
3 Financials 6.22%
4 Industrials 6.01%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.56K 0.1%
15,585
+3,845
177
$1.52K 0.1%
18,727
+5,445
178
$1.5K 0.1%
43,893
-2,964
179
$1.5K 0.1%
38,120
-384
180
$1.5K 0.1%
43,824
+86
181
$1.49K 0.1%
25,407
-2,859
182
$1.48K 0.1%
46,644
-734
183
$1.46K 0.09%
27,156
+5,711
184
$1.45K 0.09%
8,967
+827
185
$1.44K 0.09%
33,326
+17,564
186
$1.44K 0.09%
11,342
+169
187
$1.44K 0.09%
19,404
-187
188
$1.43K 0.09%
27,666
+8,367
189
$1.42K 0.09%
10,746
-2,249
190
$1.4K 0.09%
80,237
+2,741
191
$1.4K 0.09%
12,069
+912
192
$1.4K 0.09%
22,369
+2,244
193
$1.39K 0.09%
37,039
+266
194
$1.39K 0.09%
26,854
-2,868
195
$1.39K 0.09%
20,687
-2,918
196
$1.38K 0.09%
20,438
+123
197
$1.37K 0.09%
14,011
+2
198
$1.37K 0.09%
30,624
+329
199
$1.35K 0.09%
19,116
+447
200
$1.34K 0.09%
8,522
-5,221