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
601
$4.61M 0.02%
+77,292
602
$4.59M 0.02%
51,791
+46,422
603
$4.58M 0.02%
16,026
+14,550
604
$4.51M 0.01%
175,564
+167,665
605
$4.51M 0.01%
+326,754
606
$4.5M 0.01%
+281,553
607
$4.5M 0.01%
+60,829
608
$4.5M 0.01%
+21,769
609
$4.5M 0.01%
202,193
+167,342
610
$4.48M 0.01%
+59,029
611
$4.47M 0.01%
+65,946
612
$4.46M 0.01%
+48,925
613
$4.45M 0.01%
+157,796
614
$4.44M 0.01%
+198,075
615
$4.42M 0.01%
+139,512
616
$4.42M 0.01%
75,582
+72,118
617
$4.38M 0.01%
+21,902
618
$4.37M 0.01%
+95,522
619
$4.3M 0.01%
+128,046
620
$4.3M 0.01%
+23,555
621
$4.29M 0.01%
+28,225
622
$4.29M 0.01%
+110,104
623
$4.26M 0.01%
201,872
+192,516
624
$4.24M 0.01%
+73,490
625
$4.23M 0.01%
+59,589
23 24
25
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