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
326
$14.9M 0.05%
+28
327
$14.7M 0.05%
94,107
+53,855
328
$14.7M 0.05%
+291,345
329
$14.6M 0.05%
647,207
+461,284
330
$14.6M 0.05%
+595,799
331
$14.6M 0.05%
43,530
+42,784
332
$14.3M 0.05%
70,725
+68,283
333
$14.3M 0.05%
206,331
+128,076
334
$14.3M 0.05%
+599,720
335
$14.2M 0.05%
110,549
+104,299
336
$14.1M 0.05%
+557,474
337
$14.1M 0.05%
+383,348
338
$14M 0.05%
5,528
+4,001
339
$14M 0.05%
94,112
+92,770
340
$14M 0.05%
+563,858
341
$13.9M 0.05%
+70,898
342
$13.9M 0.05%
+36,960
343
$13.8M 0.05%
52,212
+16,022
344
$13.6M 0.04%
362,223
+220,942
345
$13.6M 0.04%
+199,177
346
$13.5M 0.04%
321,825
+266,627
347
$13.4M 0.04%
229,907
+72,396
348
$13.4M 0.04%
+273,601
349
$13.4M 0.04%
+392,683
350
$13.3M 0.04%
+529,041
12 13
14
15 16