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
426
$9.35M 0.03%
+280,021
427
$9.35M 0.03%
+95,448
428
$9.34M 0.03%
32,637
+31,033
429
$9.3M 0.03%
+91,297
430
$9.28M 0.03%
66,612
+23,748
431
$9.23M 0.03%
+410,182
432
$9.21M 0.03%
+113,703
433
$9.2M 0.03%
+153,984
434
$9.19M 0.03%
162,749
+122,635
435
$9.15M 0.03%
+111,709
436
$9.05M 0.03%
258,514
+223,125
437
$8.9M 0.03%
97,823
+88,975
438
$8.86M 0.03%
+76,805
439
$8.82M 0.03%
+121,319
440
$8.53M 0.03%
+211,299
441
$8.52M 0.03%
+24,797
442
$8.52M 0.03%
84,030
+80,866
443
$8.51M 0.03%
+335,971
444
$8.47M 0.03%
+17,482
445
$8.45M 0.03%
137,472
+123,100
446
$8.44M 0.03%
+214,430
447
$8.42M 0.03%
+170,093
448
$8.36M 0.03%
215,913
+192,323
449
$8.32M 0.03%
110,669
+107,919
450
$8.3M 0.03%
109,774
+101,236
16 17
18
19 20