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
276
$20.7M 0.07%
625,050
+510,903
277
$20.3M 0.07%
+299,473
278
$19.9M 0.07%
618,434
+184,110
279
$19.8M 0.07%
520,833
+494,584
280
$19.8M 0.07%
555,809
+542,565
281
$19.7M 0.06%
76,271
+74,767
282
$19.7M 0.06%
212,454
+204,687
283
$19.7M 0.06%
177,804
+168,810
284
$19.6M 0.06%
281,035
+256,913
285
$19.5M 0.06%
+208,037
286
$19.4M 0.06%
51,509
+49,447
287
$19.3M 0.06%
159,487
+151,129
288
$19.2M 0.06%
224,364
+128,514
289
$18.7M 0.06%
+87,510
290
$18.7M 0.06%
+705,335
291
$18.6M 0.06%
+40,805
292
$18.4M 0.06%
28,501
+28,155
293
$18.2M 0.06%
+421,234
294
$18.1M 0.06%
107,128
+101,519
295
$18.1M 0.06%
135,855
+13,632
296
$18M 0.06%
235,109
+231,841
297
$18M 0.06%
752,940
+727,918
298
$18M 0.06%
78,089
+56,070
299
$18M 0.06%
166,815
+162,924
300
$17.9M 0.06%
+529,529
10 11
12
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