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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
$1.55M
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$115K
2
+$12.1K
3
+$11.8K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.1K
5
AMGN icon
Amgen
AMGN
+$8.75K

Top Sells

1
+$3.21M
2
+$1.89M
3
+$1.59M
4
CC icon
Chemours
CC
+$1.44M
5
PVH icon
PVH
PVH
+$1.34M

Sector Composition

1 Consumer Discretionary 18.29%
2 Technology 6.87%
3 Financials 6.22%
4 Industrials 6.01%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.34K 0.09%
16,207
-4
202
$1.33K 0.09%
25,545
+4,840
203
$1.33K 0.09%
+55,674
204
$1.32K 0.09%
53,854
-8,330
205
$1.31K 0.08%
19,852
-6,073
206
$1.31K 0.08%
96,936
-3,361
207
$1.3K 0.08%
37,615
+3,830
208
$1.3K 0.08%
24,682
-4,191
209
$1.3K 0.08%
16,074
-6,065
210
$1.3K 0.08%
+15,461
211
$1.3K 0.08%
+29,866
212
$1.29K 0.08%
50,815
+25,442
213
$1.29K 0.08%
52,390
+3,829
214
$1.28K 0.08%
25,536
+17,927
215
$1.27K 0.08%
25,980
-727
216
$1.27K 0.08%
105,400
-4,000
217
$1.26K 0.08%
41,557
+1,007
218
$1.25K 0.08%
94,600
+1,900
219
$1.24K 0.08%
14,179
+4,406
220
$1.24K 0.08%
43,961
+32
221
$1.23K 0.08%
47,912
+23,909
222
$1.23K 0.08%
34,563
+11,460
223
$1.22K 0.08%
26,747
-1,888
224
$1.21K 0.08%
26,897
+4,880
225
$1.21K 0.08%
48,100
+23,603
7 8
9
10 11