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
501
$6.77M 0.02%
+74,358
502
$6.75M 0.02%
+50,565
503
$6.75M 0.02%
130,962
+96,099
504
$6.64M 0.02%
4,510
+3,937
505
$6.61M 0.02%
442,392
+379,977
506
$6.59M 0.02%
64,076
+53,848
507
$6.57M 0.02%
+81,282
508
$6.55M 0.02%
+45,702
509
$6.54M 0.02%
+187,421
510
$6.51M 0.02%
+121,978
511
$6.48M 0.02%
271,939
+244,966
512
$6.46M 0.02%
+190,080
513
$6.43M 0.02%
+56,953
514
$6.43M 0.02%
+190,838
515
$6.4M 0.02%
+62,615
516
$6.37M 0.02%
+98,397
517
$6.33M 0.02%
165,781
+150,713
518
$6.29M 0.02%
93,828
+12,762
519
$6.28M 0.02%
+91,960
520
$6.26M 0.02%
+152,254
521
$6.24M 0.02%
+207,382
522
$6.24M 0.02%
59,152
+15,756
523
$6.24M 0.02%
+102,915
524
$6.2M 0.02%
65,366
+62,160
525
$6.2M 0.02%
66,185
+62,260
19 20
21
22 23