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
301
$17.9M 0.06%
+5,800
302
$17.7M 0.06%
90,992
+16,550
303
$17.4M 0.06%
360,285
+89,044
304
$17.3M 0.06%
41,648
+41,190
305
$17.2M 0.06%
+943,005
306
$17.1M 0.06%
+331,045
307
$17.1M 0.06%
96,607
+84,467
308
$17M 0.06%
+333,841
309
$17M 0.06%
+141,268
310
$17M 0.06%
376,588
+365,317
311
$16.8M 0.06%
+28,527
312
$16.8M 0.06%
217,656
+34,550
313
$16.6M 0.05%
439,870
+424,090
314
$16.5M 0.05%
47,589
+37,677
315
$16.5M 0.05%
+111,459
316
$16.1M 0.05%
215,120
+158,912
317
$16M 0.05%
+142,079
318
$16M 0.05%
+366,234
319
$15.9M 0.05%
+252,366
320
$15.8M 0.05%
+585,060
321
$15.6M 0.05%
181,301
+178,657
322
$15.6M 0.05%
236,107
+232,345
323
$15.5M 0.05%
+934,530
324
$15.5M 0.05%
294,755
+266,541
325
$14.9M 0.05%
18,119
+13,248
11 12
13
14 15