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
251
$23M 0.08%
383,457
+376,371
252
$22.9M 0.08%
116,942
+114,555
253
$22.9M 0.08%
+693,453
254
$22.7M 0.07%
684,098
+197,490
255
$22.7M 0.07%
+116,526
256
$22.5M 0.07%
311,508
+173,004
257
$22.5M 0.07%
559,132
+203,848
258
$22.5M 0.07%
195,463
+190,728
259
$22.4M 0.07%
667,482
+644,139
260
$22.2M 0.07%
+884,592
261
$22.2M 0.07%
509,899
+222,460
262
$22.2M 0.07%
284,056
+281,308
263
$22.1M 0.07%
292,274
+248,254
264
$21.8M 0.07%
+785,169
265
$21.8M 0.07%
107,068
+102,061
266
$21.4M 0.07%
+783,373
267
$21.4M 0.07%
130,741
+125,669
268
$21.2M 0.07%
101,981
+97,909
269
$21.2M 0.07%
202,464
+196,550
270
$21.1M 0.07%
+243,376
271
$21.1M 0.07%
+134,566
272
$21.1M 0.07%
210,730
+208,681
273
$21M 0.07%
+64,761
274
$20.7M 0.07%
+182,949
275
$20.7M 0.07%
109,405
+104,825
9 10
11
12 13