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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
2076
$54.5K ﹤0.01%
1,000
-40
2077
$54.3K ﹤0.01%
611
-100
2078
$53.3K ﹤0.01%
1,265
+512
2079
$53.2K ﹤0.01%
2,745
-72
2080
$52.1K ﹤0.01%
348
+64
2081
$52.1K ﹤0.01%
2,921
+529
2082
$51.8K ﹤0.01%
24,429
+5,620
2083
$51.8K ﹤0.01%
719
-26
2084
$51.6K ﹤0.01%
444
+43
2085
$51.5K ﹤0.01%
2,799
+78
2086
$51.5K ﹤0.01%
335
+49
2087
$51.4K ﹤0.01%
232
+6
2088
$51.4K ﹤0.01%
1,353
-394
2089
$51.3K ﹤0.01%
30,200
+5,000
2090
$51.1K ﹤0.01%
611
-3,600
2091
$50.6K ﹤0.01%
2,547
-44,124
2092
$50.5K ﹤0.01%
172
+7
2093
$50.5K ﹤0.01%
1,114
+1,093
2094
$50.5K ﹤0.01%
3,145
+1,230
2095
$50.4K ﹤0.01%
2,670
2096
$49.9K ﹤0.01%
310
-4,403
2097
$49.8K ﹤0.01%
6,450
-3,250
2098
$49.4K ﹤0.01%
1,133
2099
$49.4K ﹤0.01%
8,000
+1,500
2100
$49.3K ﹤0.01%
13,458
82 83
84
85 86