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
551
$5.62M 0.02%
+185,038
552
$5.59M 0.02%
+193,171
553
$5.56M 0.02%
+285,601
554
$5.55M 0.02%
+102,795
555
$5.55M 0.02%
23,595
+21,994
556
$5.51M 0.02%
192,141
+67,848
557
$5.49M 0.02%
+108,725
558
$5.48M 0.02%
63,261
+59,897
559
$5.45M 0.02%
78,730
+71,794
560
$5.45M 0.02%
+20,230
561
$5.39M 0.02%
56,785
+52,354
562
$5.38M 0.02%
+160,870
563
$5.36M 0.02%
+69,815
564
$5.3M 0.02%
58,953
+42,609
565
$5.3M 0.02%
+91,469
566
$5.29M 0.02%
+138,243
567
$5.27M 0.02%
215,139
+140,928
568
$5.26M 0.02%
+141,001
569
$5.22M 0.02%
+113,394
570
$5.21M 0.02%
+103,310
571
$5.21M 0.02%
114,907
+78,114
572
$5.2M 0.02%
+105,299
573
$5.16M 0.02%
+25,230
574
$5.13M 0.02%
70,456
+39,566
575
$5.12M 0.02%
+235,715
21 22
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