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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
2351
$44.4K ﹤0.01%
+1,525
2352
$44.3K ﹤0.01%
1,139
+714
2353
$44.1K ﹤0.01%
1,283
2354
$44.1K ﹤0.01%
879
-25
2355
$44.1K ﹤0.01%
1,196
-871
2356
$44K ﹤0.01%
1,965
-3,873
2357
$43.2K ﹤0.01%
1,542
-308
2358
$43K ﹤0.01%
565
-120
2359
$42.9K ﹤0.01%
2,238
+1,018
2360
$42.8K ﹤0.01%
+2,004
2361
$42.6K ﹤0.01%
247
-5
2362
$42.5K ﹤0.01%
600
+100
2363
$42.5K ﹤0.01%
1,923
2364
$42.4K ﹤0.01%
2,594
+7
2365
$42.2K ﹤0.01%
579
2366
$42.1K ﹤0.01%
8,200
2367
$42.1K ﹤0.01%
1,529
2368
$42.1K ﹤0.01%
98
-175
2369
$41.9K ﹤0.01%
6,235
+445
2370
$41.9K ﹤0.01%
+12,609
2371
$41.8K ﹤0.01%
7,795
+7,115
2372
$41.8K ﹤0.01%
1,841
-350
2373
$41.7K ﹤0.01%
2,837
-120
2374
$41.5K ﹤0.01%
1,488
+444
2375
$41.2K ﹤0.01%
1,678
-2,404
93 94
95
96 97