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
351
$13.2M 0.04%
+106,235
352
$13.1M 0.04%
+183,799
353
$13M 0.04%
124,355
+121,469
354
$13M 0.04%
266,163
+244,973
355
$13M 0.04%
57,052
+54,527
356
$13M 0.04%
+290,058
357
$12.9M 0.04%
+219,312
358
$12.9M 0.04%
+762,913
359
$12.8M 0.04%
83,091
+75,094
360
$12.8M 0.04%
+145,244
361
$12.7M 0.04%
83,618
+80,647
362
$12.6M 0.04%
+127,868
363
$12.4M 0.04%
134,459
+121,691
364
$12.4M 0.04%
27,069
+10,701
365
$12.3M 0.04%
+134,937
366
$12.2M 0.04%
213,609
+185,784
367
$12.2M 0.04%
116,937
+114,970
368
$11.9M 0.04%
23,200
+21,906
369
$11.8M 0.04%
740,654
+722,452
370
$11.8M 0.04%
166,247
+160,200
371
$11.8M 0.04%
98,353
+95,382
372
$11.8M 0.04%
29,453
+23,622
373
$11.8M 0.04%
155,957
+65,403
374
$11.7M 0.04%
313,557
+254,521
375
$11.6M 0.04%
+406,165
13 14
15
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