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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
2126
$44.5K ﹤0.01%
650
2127
$44.5K ﹤0.01%
1,260
+2
2128
$44.3K ﹤0.01%
1,632
+31
2129
$44.1K ﹤0.01%
4,000
+400
2130
$44K ﹤0.01%
601
+48
2131
$43.8K ﹤0.01%
2,773
-595
2132
$43.8K ﹤0.01%
965
+2
2133
$43.8K ﹤0.01%
1,174
-141
2134
$43.6K ﹤0.01%
3,617
+2,414
2135
$43.6K ﹤0.01%
2,432
+34
2136
$43.5K ﹤0.01%
1,036
+1
2137
$43.3K ﹤0.01%
1,994
2138
$43.3K ﹤0.01%
839
-219
2139
$42.8K ﹤0.01%
227
+1
2140
$42.4K ﹤0.01%
11,300
-7,600
2141
$41.6K ﹤0.01%
1,122
-27,291
2142
$41.6K ﹤0.01%
331
2143
$41.5K ﹤0.01%
907
2144
$41.4K ﹤0.01%
664
-33
2145
$41.4K ﹤0.01%
1,042
-26
2146
$41.3K ﹤0.01%
538
+5
2147
$41.2K ﹤0.01%
1,349
-2
2148
$41K ﹤0.01%
2,394
-211
2149
$40.9K ﹤0.01%
740
+21
2150
$40.6K ﹤0.01%
+1,000
84 85
86
87 88