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
26
$182M 0.6%
361,887
+302,278
27
$179M 0.59%
1,148,034
+1,008,176
28
$178M 0.58%
2,455,650
+2,193,948
29
$175M 0.57%
3,144,894
+493,171
30
$166M 0.55%
388,777
+370,397
31
$165M 0.54%
7,334,235
+6,391,224
32
$164M 0.54%
966,392
+909,920
33
$162M 0.53%
3,222,167
+1,050,421
34
$159M 0.52%
525,315
+514,706
35
$157M 0.52%
4,980,515
+4,968,435
36
$156M 0.51%
6,971,675
-66,349
37
$152M 0.5%
1,290,750
+1,016,639
38
$148M 0.49%
+1,834,410
39
$141M 0.47%
394,669
+386,449
40
$140M 0.46%
830,448
+750,644
41
$140M 0.46%
607,825
+486,373
42
$138M 0.45%
1,048,924
+1,031,229
43
$136M 0.45%
2,535,642
+2,250,751
44
$135M 0.44%
+916,229
45
$134M 0.44%
490,342
+479,190
46
$134M 0.44%
628,534
+372,206
47
$133M 0.44%
5,640,705
+4,835,154
48
$131M 0.43%
524,166
+514,556
49
$129M 0.42%
2,397,266
+1,868,534
50
$122M 0.4%
3,593,431
+3,572,568
1
2
3 4 5