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
376
$11.6M 0.04%
+45,510
377
$11.6M 0.04%
524,797
+440,655
378
$11.5M 0.04%
179,793
+132,445
379
$11.5M 0.04%
+156,725
380
$11.3M 0.04%
59,431
+32,741
381
$11.3M 0.04%
79,693
+18,986
382
$11.3M 0.04%
+28,952
383
$11.2M 0.04%
+434,038
384
$11.1M 0.04%
+380,090
385
$11.1M 0.04%
85,788
+80,459
386
$11.1M 0.04%
25,128
+24,551
387
$10.9M 0.04%
+482,823
388
$10.9M 0.04%
+257,431
389
$10.8M 0.04%
+222,076
390
$10.7M 0.04%
118,885
+114,846
391
$10.7M 0.04%
+377,786
392
$10.6M 0.04%
288,336
+274,313
393
$10.6M 0.03%
258,563
+98,596
394
$10.6M 0.03%
109,173
+103,509
395
$10.5M 0.03%
+626,547
396
$10.5M 0.03%
+251,154
397
$10.4M 0.03%
129,133
+113,860
398
$10.4M 0.03%
+300,874
399
$10.3M 0.03%
+382,049
400
$10.3M 0.03%
+465,986
14 15
16
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