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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
2051
$57.8K ﹤0.01%
1,528
-223
2052
$57.4K ﹤0.01%
6,056
+502
2053
$57.3K ﹤0.01%
23,989
+13,613
2054
$57.3K ﹤0.01%
1,137
-246
2055
$57.1K ﹤0.01%
6,403
+1,736
2056
$57K ﹤0.01%
3,843
2057
$56.5K ﹤0.01%
4,000
-100
2058
$56.5K ﹤0.01%
957
-300
2059
$56.4K ﹤0.01%
1,521
+61
2060
$56.3K ﹤0.01%
2,340
2061
$55.7K ﹤0.01%
2,601
2062
$55.6K ﹤0.01%
6,798
-1,467
2063
$55.6K ﹤0.01%
1,176
-484
2064
$55.2K ﹤0.01%
1,980
2065
$55.2K ﹤0.01%
1,837
+1,109
2066
$55.1K ﹤0.01%
+5,352
2067
$55.1K ﹤0.01%
1,009
-54
2068
$55K ﹤0.01%
1,889
-1,814
2069
$55K ﹤0.01%
5,427
+179
2070
$54.9K ﹤0.01%
2,064
2071
$54.8K ﹤0.01%
10,059
2072
$54.8K ﹤0.01%
19,360
-250
2073
$54.8K ﹤0.01%
6,397
+4,223
2074
$54.8K ﹤0.01%
1,047
+200
2075
$54.5K ﹤0.01%
512
-229
81 82
83
84 85