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
576
$5.11M 0.02%
242,231
+20,272
577
$5.11M 0.02%
+60,501
578
$5.08M 0.02%
+117,833
579
$5.06M 0.02%
+60,263
580
$5.05M 0.02%
113,018
+103,515
581
$5.03M 0.02%
+102,428
582
$4.96M 0.02%
+18,459
583
$4.93M 0.02%
69,415
+12,470
584
$4.93M 0.02%
+67,000
585
$4.93M 0.02%
+276,647
586
$4.91M 0.02%
59,509
+57,043
587
$4.89M 0.02%
+71,951
588
$4.85M 0.02%
+144,477
589
$4.84M 0.02%
54,213
+50,691
590
$4.8M 0.02%
96,106
+79,809
591
$4.79M 0.02%
+25,587
592
$4.78M 0.02%
+70,287
593
$4.77M 0.02%
+39,031
594
$4.73M 0.02%
+242,620
595
$4.72M 0.02%
+76,832
596
$4.7M 0.02%
+179,634
597
$4.66M 0.02%
+150,016
598
$4.63M 0.02%
+172,191
599
$4.63M 0.02%
+125,318
600
$4.63M 0.02%
+83,735
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