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
451
$8.29M 0.03%
51,487
+46,967
452
$8.27M 0.03%
+121,256
453
$8.25M 0.03%
+306,643
454
$8.25M 0.03%
86,450
+24,423
455
$8.24M 0.03%
+24,996
456
$8.22M 0.03%
184,223
+179,620
457
$8.17M 0.03%
246,317
+227,510
458
$8.15M 0.03%
384,851
+19,210
459
$8.11M 0.03%
64,936
+32,370
460
$7.97M 0.03%
135,228
+131,422
461
$7.95M 0.03%
150,143
+106,692
462
$7.95M 0.03%
33,937
+7,171
463
$7.92M 0.03%
+198,130
464
$7.91M 0.03%
+108,276
465
$7.9M 0.03%
40,097
+38,615
466
$7.88M 0.03%
+171,404
467
$7.8M 0.03%
11,276
+8,417
468
$7.78M 0.03%
+147,323
469
$7.75M 0.03%
+279,272
470
$7.75M 0.03%
+61,121
471
$7.66M 0.03%
+381,514
472
$7.65M 0.03%
161,853
+154,877
473
$7.62M 0.03%
29,858
+26,523
474
$7.61M 0.03%
+257,658
475
$7.53M 0.02%
+58,529
17 18
19
20 21