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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
2276
$28.5K ﹤0.01%
2,160
+1,019
2277
$28.3K ﹤0.01%
510
2278
$28.1K ﹤0.01%
4,088
2279
$28K ﹤0.01%
1,222
-207
2280
$28K ﹤0.01%
2,749
-10,876
2281
$27.9K ﹤0.01%
183
-42
2282
$27.9K ﹤0.01%
631
2283
$27.9K ﹤0.01%
752
2284
$27.9K ﹤0.01%
141
+22
2285
$27.7K ﹤0.01%
1,679
-250
2286
$27.6K ﹤0.01%
754
-57
2287
$27.6K ﹤0.01%
1,443
+200
2288
$27.3K ﹤0.01%
1,184
+361
2289
$27.3K ﹤0.01%
2,576
+8
2290
$27.2K ﹤0.01%
316
+1
2291
$27.2K ﹤0.01%
10,000
2292
$27.2K ﹤0.01%
317
+43
2293
$27.1K ﹤0.01%
1,325
+141
2294
$27.1K ﹤0.01%
721
-200
2295
$26.8K ﹤0.01%
2,067
2296
$26.8K ﹤0.01%
428
+44
2297
$26.6K ﹤0.01%
500
2298
$26.6K ﹤0.01%
298
2299
$26.4K ﹤0.01%
867
+399
2300
$26.3K ﹤0.01%
160
+73
90 91
92
93 94