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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
2401
$37.6K ﹤0.01%
1,548
2402
$37.6K ﹤0.01%
1,000
2403
$37.6K ﹤0.01%
+1,685
2404
$37.5K ﹤0.01%
699
-2
2405
$37.5K ﹤0.01%
11,000
-353
2406
$37.4K ﹤0.01%
1,391
-7,864
2407
$37.3K ﹤0.01%
1,395
-517
2408
$37.2K ﹤0.01%
1,800
-2,648
2409
$37.1K ﹤0.01%
4,000
-1,000
2410
$37K ﹤0.01%
1,003
-1,276
2411
$37K ﹤0.01%
1,462
2412
$36.9K ﹤0.01%
173
+3
2413
$36.8K ﹤0.01%
2,681
2414
$36.8K ﹤0.01%
993
-3,662
2415
$36.7K ﹤0.01%
+527
2416
$36.5K ﹤0.01%
418
2417
$36.3K ﹤0.01%
506
-383
2418
$36.2K ﹤0.01%
14,669
+440
2419
$36.1K ﹤0.01%
13,951
+11,966
2420
$36.1K ﹤0.01%
2,009
-366
2421
$35.9K ﹤0.01%
1,519
-616
2422
$35.9K ﹤0.01%
775
2423
$35.7K ﹤0.01%
11,600
2424
$35K ﹤0.01%
459
-44
2425
$34.8K ﹤0.01%
796
+1
95 96
97
98 99