Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.4B
AUM Growth
+$21.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,194
New
Increased
Reduced
Closed

Top Buys

1
+$851M
2
+$605M
3
+$577M
4
AMZN icon
Amazon
AMZN
+$285M
5
NVDA icon
NVIDIA
NVDA
+$234M

Top Sells

1
+$2.64M
2
+$2.36M
3
+$1.81M
4
VRSN icon
VeriSign
VRSN
+$1.71M
5
NBCM icon
Neuberger Berman Commodity Strategy ETF
NBCM
+$1.49M

Sector Composition

1 Technology 10.65%
2 Financials 5.46%
3 Healthcare 5.22%
4 Industrials 4.27%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26M 0.09%
187,567
+182,421
227
$25.9M 0.09%
843,155
+829,818
228
$25.6M 0.08%
+373,662
229
$25.4M 0.08%
148,221
+139,628
230
$25.4M 0.08%
971,182
+768,426
231
$25.3M 0.08%
325,199
+295,498
232
$25.3M 0.08%
1,522,767
+1,025,250
233
$25.2M 0.08%
1,014,025
+1,001,883
234
$25.1M 0.08%
320,997
+293,910
235
$25.1M 0.08%
+272,969
236
$25.1M 0.08%
298,221
+17,747
237
$24.8M 0.08%
66,682
+65,934
238
$24.8M 0.08%
+546,257
239
$24.8M 0.08%
768,107
+240,489
240
$24.4M 0.08%
+1,065,030
241
$24.4M 0.08%
753,078
+459,410
242
$24.2M 0.08%
88,497
+85,616
243
$24.1M 0.08%
256,425
+201,977
244
$23.8M 0.08%
+240,426
245
$23.6M 0.08%
196,974
+144,396
246
$23.5M 0.08%
+507,724
247
$23.3M 0.08%
485,351
+389,407
248
$23.3M 0.08%
45,651
+41,810
249
$23.2M 0.08%
369,780
+351,020
250
$23.1M 0.08%
386,549
+349,188
8 9
10
11 12