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NewEdge Advisors Portfolio holdings

AUM $19.4B
1-Year Est. Return 18.33%
This Quarter Est. Return
1 Year Est. Return
+18.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.55M
AUM Growth
-$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$115K
2
+$12.1K
3
+$11.8K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11.1K
5
AMGN icon
Amgen
AMGN
+$8.75K

Top Sells

1
+$3.21M
2
+$1.89M
3
+$1.59M
4
CC icon
Chemours
CC
+$1.44M
5
PVH icon
PVH
PVH
+$1.34M

Sector Composition

1 Consumer Discretionary 18.29%
2 Technology 6.87%
3 Financials 6.22%
4 Industrials 6.01%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$230K 14.82%
23,813
+11,857
2
$35.6K 2.29%
141,520
+899
3
$33.3K 2.15%
133,273
-2,243
4
$27K 1.74%
117,536
+31,917
5
$19.3K 1.24%
180,788
-8,389
6
$18.5K 1.19%
182,458
+11,483
7
$18K 1.16%
457,216
+35,036
8
$17K 1.1%
174,449
+16,888
9
$16.6K 1.07%
169,391
+40,143
10
$15.9K 1.02%
92,330
+14,770
11
$14K 0.9%
322,830
+17,382
12
$13.6K 0.88%
42,273
+2,899
13
$13.4K 0.86%
133,920
+111,365
14
$13.3K 0.86%
305,728
+1,092
15
$12.4K 0.8%
94,801
-1,809
16
$12.2K 0.78%
245,012
+10,013
17
$12.2K 0.78%
77,008
+2,087
18
$12.1K 0.78%
243,256
+60,200
19
$12.1K 0.78%
+925,708
20
$11.8K 0.76%
+84,990
21
$11.7K 0.76%
169,484
+3,567
22
$11.5K 0.74%
81,640
+2,036
23
$11.5K 0.74%
121,298
+8,816
24
$11.5K 0.74%
60,881
-5,204
25
$11.4K 0.73%
77,395
+4,829
1
2 3 4 5