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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
2276
$54.9K ﹤0.01%
382
-65
2277
$54.4K ﹤0.01%
+8,700
2278
$54.2K ﹤0.01%
15,402
2279
$54.2K ﹤0.01%
1,038
-189
2280
$53.9K ﹤0.01%
1,554
-460
2281
$53.9K ﹤0.01%
2,600
2282
$53.8K ﹤0.01%
478
-127
2283
$53.8K ﹤0.01%
+3,250
2284
$53.6K ﹤0.01%
4,714
2285
$53.5K ﹤0.01%
1,353
-1
2286
$53.4K ﹤0.01%
55,675
2287
$53.4K ﹤0.01%
448
-121
2288
$53.4K ﹤0.01%
1,733
-338
2289
$53.2K ﹤0.01%
224
-36
2290
$53.2K ﹤0.01%
+611
2291
$52.9K ﹤0.01%
430
-69
2292
$52.6K ﹤0.01%
306
+19
2293
$52.4K ﹤0.01%
1,551
-485
2294
$52K ﹤0.01%
118
+11
2295
$51.9K ﹤0.01%
13,458
2296
$51.8K ﹤0.01%
1,220
-60
2297
$51.7K ﹤0.01%
273
-3,342
2298
$51.7K ﹤0.01%
2,906
-4,373
2299
$51.6K ﹤0.01%
3,051
+22
2300
$51.5K ﹤0.01%
9,726
90 91
92
93 94