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
401
$10.3M 0.03%
+136,594
402
$10.2M 0.03%
+210,416
403
$10.2M 0.03%
+174,212
404
$10.2M 0.03%
+292,301
405
$10.2M 0.03%
50,418
+33,115
406
$10.1M 0.03%
+121,351
407
$10.1M 0.03%
158,719
+144,898
408
$10M 0.03%
99,444
+97,256
409
$10M 0.03%
168,359
+71,992
410
$9.99M 0.03%
332,815
+124,770
411
$9.99M 0.03%
152,334
+144,065
412
$9.98M 0.03%
+180,607
413
$9.96M 0.03%
746,029
-94,402
414
$9.92M 0.03%
+242,214
415
$9.86M 0.03%
+111,371
416
$9.86M 0.03%
+37,203
417
$9.8M 0.03%
186,035
+172,356
418
$9.79M 0.03%
48,255
+30,976
419
$9.78M 0.03%
+301,819
420
$9.74M 0.03%
+453,019
421
$9.73M 0.03%
+28,142
422
$9.69M 0.03%
106,119
+102,430
423
$9.54M 0.03%
84,491
+82,502
424
$9.5M 0.03%
251,818
+246,421
425
$9.41M 0.03%
+204,746
15 16
17
18 19