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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
$11.5B
AUM Growth
+$931M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,028
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$40.6M
3
+$33.4M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$29.1M
5
DTE icon
DTE Energy
DTE
+$27.1M

Top Sells

1
+$65.4M
2
+$39.2M
3
+$33M
4
CMCSA icon
Comcast
CMCSA
+$26.6M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$25.9M

Sector Composition

1 Technology 14.1%
2 Financials 6.1%
3 Healthcare 5.62%
4 Consumer Discretionary 4.8%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2226
$63.5K ﹤0.01%
121
-52
2227
$63.4K ﹤0.01%
10,163
-4,647
2228
$63.3K ﹤0.01%
683
+230
2229
$63.2K ﹤0.01%
1,213
-145
2230
$63.2K ﹤0.01%
978
+847
2231
$63K ﹤0.01%
1,308
2232
$63K ﹤0.01%
1,428
+166
2233
$62.9K ﹤0.01%
493
-1,950
2234
$62.5K ﹤0.01%
2,984
-299
2235
$62.4K ﹤0.01%
2,782
+9
2236
$62.4K ﹤0.01%
408
+25
2237
$62.3K ﹤0.01%
6,252
-810
2238
$62.2K ﹤0.01%
901
-135
2239
$62.1K ﹤0.01%
10,565
-8,350
2240
$62K ﹤0.01%
802
2241
$61.8K ﹤0.01%
1,250
-69
2242
$61.3K ﹤0.01%
820
-180
2243
$61K ﹤0.01%
10,022
2244
$60.9K ﹤0.01%
715
+530
2245
$60.6K ﹤0.01%
+7,400
2246
$60.6K ﹤0.01%
978
+701
2247
$60.5K ﹤0.01%
1,132
+1
2248
$60.2K ﹤0.01%
3,843
2249
$59.7K ﹤0.01%
198
-70
2250
$59.3K ﹤0.01%
949
+110
88 89
90
91 92