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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
2426
$34.8K ﹤0.01%
3,657
2427
$34.7K ﹤0.01%
536
+159
2428
$34.6K ﹤0.01%
1,000
2429
$34.3K ﹤0.01%
540
2430
$34.2K ﹤0.01%
1,500
2431
$34.2K ﹤0.01%
+1,315
2432
$34.2K ﹤0.01%
604
-22
2433
$34.1K ﹤0.01%
169
-2
2434
$34.1K ﹤0.01%
321
2435
$34K ﹤0.01%
10,832
+489
2436
$34K ﹤0.01%
2,215
-2,093
2437
$34K ﹤0.01%
1,240
-122
2438
$34K ﹤0.01%
747
-430
2439
$33.9K ﹤0.01%
425
+48
2440
$33.8K ﹤0.01%
258
+182
2441
$33.7K ﹤0.01%
936
+110
2442
$33.7K ﹤0.01%
3,219
2443
$33.5K ﹤0.01%
1,389
+1,219
2444
$33.4K ﹤0.01%
3,037
+1,092
2445
$33K ﹤0.01%
397
+1
2446
$33K ﹤0.01%
7,000
-1,000
2447
$32.9K ﹤0.01%
2,299
2448
$32.9K ﹤0.01%
1,549
+16
2449
$32.9K ﹤0.01%
15,000
-41,096
2450
$32.5K ﹤0.01%
330
+30
96 97
98
99 100