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
476
$7.51M 0.02%
84,603
+81,898
477
$7.4M 0.02%
+262,753
478
$7.37M 0.02%
+280,946
479
$7.34M 0.02%
65,914
+55,826
480
$7.34M 0.02%
523,134
+491,363
481
$7.33M 0.02%
151,165
+33,251
482
$7.33M 0.02%
98,359
+55,447
483
$7.33M 0.02%
268,264
+166,048
484
$7.29M 0.02%
+304,466
485
$7.25M 0.02%
19,187
+16,430
486
$7.24M 0.02%
141,513
+104,020
487
$7.23M 0.02%
+121,682
488
$7.19M 0.02%
+210,671
489
$7.17M 0.02%
148,205
+144,066
490
$7.15M 0.02%
+403,059
491
$7.15M 0.02%
+359,295
492
$7.12M 0.02%
56,149
+41,632
493
$7.11M 0.02%
+42,822
494
$7.09M 0.02%
121,645
+98,634
495
$6.98M 0.02%
+146,284
496
$6.87M 0.02%
+136,478
497
$6.84M 0.02%
+14,903
498
$6.83M 0.02%
+450,080
499
$6.82M 0.02%
+4,940
500
$6.78M 0.02%
+33,839
18 19
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