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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
2376
$41K ﹤0.01%
524
-347
2377
$41K ﹤0.01%
1,474
-2,728
2378
$41K ﹤0.01%
517
+245
2379
$40.9K ﹤0.01%
450
2380
$40.7K ﹤0.01%
1,081
+628
2381
$40.6K ﹤0.01%
254
-17
2382
$40.3K ﹤0.01%
509
+398
2383
$40.1K ﹤0.01%
1,010
-2,588
2384
$40K ﹤0.01%
484
-95
2385
$39.7K ﹤0.01%
1,649
+7
2386
$39.7K ﹤0.01%
4,902
-850
2387
$39.5K ﹤0.01%
2,201
+1
2388
$39.4K ﹤0.01%
20,230
+130
2389
$39.3K ﹤0.01%
298
2390
$39.1K ﹤0.01%
1,381
+218
2391
$39K ﹤0.01%
1,656
-583
2392
$38.8K ﹤0.01%
744
2393
$38.8K ﹤0.01%
1,075
+3
2394
$38.7K ﹤0.01%
655
2395
$38.6K ﹤0.01%
666
+501
2396
$38.5K ﹤0.01%
37,000
2397
$38K ﹤0.01%
191
-51
2398
$37.9K ﹤0.01%
358
-13
2399
$37.8K ﹤0.01%
611
2400
$37.7K ﹤0.01%
165
-16
94 95
96
97 98