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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
2351
$22.1K ﹤0.01%
1,034
-1,198
2352
$22.1K ﹤0.01%
+533
2353
$22.1K ﹤0.01%
709
2354
$22K ﹤0.01%
+1,628
2355
$21.8K ﹤0.01%
163
-146
2356
$21.8K ﹤0.01%
554
-1,989
2357
$21.8K ﹤0.01%
322
2358
$21.8K ﹤0.01%
366
+2
2359
$21.7K ﹤0.01%
200
2360
$21.7K ﹤0.01%
359
-317
2361
$21.7K ﹤0.01%
216
-8,374
2362
$21.6K ﹤0.01%
640
+193
2363
$21.5K ﹤0.01%
635
2364
$21.5K ﹤0.01%
2,055
2365
$21.5K ﹤0.01%
1,123
+623
2366
$21.4K ﹤0.01%
787
-17
2367
$21.4K ﹤0.01%
1,255
-10,187
2368
$21.4K ﹤0.01%
1,250
2369
$21.3K ﹤0.01%
381
+2
2370
$21.1K ﹤0.01%
204
2371
$21K ﹤0.01%
377
-6,977
2372
$21K ﹤0.01%
262
2373
$21K ﹤0.01%
1,500
-1,100
2374
$20.7K ﹤0.01%
600
2375
$20.6K ﹤0.01%
+500
93 94
95
96 97