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NewEdge Advisors Portfolio holdings

AUM $27.6B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.5B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,957
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$29.5M
3
+$27.2M
4
WFC icon
Wells Fargo
WFC
+$26.2M
5
BND icon
Vanguard Total Bond Market
BND
+$24.9M

Top Sells

1
+$51.4M
2
+$44.3M
3
+$28.7M
4
UL icon
Unilever
UL
+$26M
5
MS icon
Morgan Stanley
MS
+$25.8M

Sector Composition

1 Technology 13.53%
2 Financials 5.66%
3 Healthcare 5.48%
4 Consumer Discretionary 4.76%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$61.5K ﹤0.01%
4,500
2152
$61.3K ﹤0.01%
17,544
+13,594
2153
$61.2K ﹤0.01%
2,239
+607
2154
$61.1K ﹤0.01%
1,750
-250
2155
$61K ﹤0.01%
+1,044
2156
$60.9K ﹤0.01%
2,939
+1,122
2157
$60.8K ﹤0.01%
506
-41
2158
$60.7K ﹤0.01%
1,047
2159
$60.7K ﹤0.01%
889
+383
2160
$60.6K ﹤0.01%
499
-7,120
2161
$60.4K ﹤0.01%
1,267
-358
2162
$60.4K ﹤0.01%
3,117
-7,605
2163
$60.4K ﹤0.01%
1,162
-267
2164
$60.3K ﹤0.01%
871
+552
2165
$60.2K ﹤0.01%
1,843
+962
2166
$59.9K ﹤0.01%
866
+828
2167
$59.9K ﹤0.01%
7,062
+659
2168
$59.8K ﹤0.01%
368
+247
2169
$59.7K ﹤0.01%
392
+170
2170
$59.7K ﹤0.01%
2,071
+7
2171
$59.6K ﹤0.01%
3,712
+1,334
2172
$59.6K ﹤0.01%
452
+404
2173
$59.5K ﹤0.01%
2,601
2174
$59.5K ﹤0.01%
1,430
+170
2175
$59.3K ﹤0.01%
661
-83
85 86
87
88 89