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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
2451
$15.1K ﹤0.01%
576
2452
$15.1K ﹤0.01%
492
-23,928
2453
$14.9K ﹤0.01%
6,852
2454
$14.9K ﹤0.01%
140
2455
$14.8K ﹤0.01%
200
2456
$14.7K ﹤0.01%
1,251
2457
$14.7K ﹤0.01%
1,880
-300
2458
$14.7K ﹤0.01%
260
2459
$14.6K ﹤0.01%
1,993
2460
$14.6K ﹤0.01%
391
+17
2461
$14.6K ﹤0.01%
214
-5
2462
$14.6K ﹤0.01%
818
2463
$14.6K ﹤0.01%
464
+125
2464
$14.6K ﹤0.01%
+346
2465
$14.5K ﹤0.01%
1,300
2466
$14.3K ﹤0.01%
1,040
2467
$14.3K ﹤0.01%
212
2468
$14.3K ﹤0.01%
292
2469
$14.2K ﹤0.01%
38
+7
2470
$14.2K ﹤0.01%
1,727
+44
2471
$14.2K ﹤0.01%
952
2472
$14.2K ﹤0.01%
364
+200
2473
$14.1K ﹤0.01%
281
2474
$14K ﹤0.01%
818
2475
$14K ﹤0.01%
1,125
+450