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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
2101
$49.2K ﹤0.01%
325
+14
2102
$49.2K ﹤0.01%
1,959
+652
2103
$49K ﹤0.01%
1,005
+259
2104
$48.7K ﹤0.01%
1,245
-167
2105
$48.5K ﹤0.01%
5,376
-15,723
2106
$48.5K ﹤0.01%
2,600
2107
$48.3K ﹤0.01%
42,717
2108
$48.2K ﹤0.01%
1,793
+350
2109
$48.1K ﹤0.01%
1,344
+538
2110
$47.4K ﹤0.01%
1,989
-200
2111
$47.4K ﹤0.01%
1,342
+73
2112
$47.3K ﹤0.01%
616
+61
2113
$47.3K ﹤0.01%
1,925
-700
2114
$47.2K ﹤0.01%
+10,079
2115
$47.1K ﹤0.01%
993
-1,188
2116
$47.1K ﹤0.01%
6,666
-2,500
2117
$46.4K ﹤0.01%
22,322
+12,322
2118
$46.2K ﹤0.01%
1,145
2119
$45.8K ﹤0.01%
991
+236
2120
$45.8K ﹤0.01%
367
+256
2121
$45.6K ﹤0.01%
2,200
-1,424
2122
$45.1K ﹤0.01%
870
-202
2123
$44.7K ﹤0.01%
175
+11
2124
$44.7K ﹤0.01%
1,077
+995
2125
$44.6K ﹤0.01%
1,742
-840
83 84
85
86 87