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
626
$4.2M 0.01%
213,741
-3,000
627
$4.18M 0.01%
+215,038
628
$4.17M 0.01%
+175,550
629
$4.1M 0.01%
61,871
+55,200
630
$4.08M 0.01%
+43,909
631
$4.08M 0.01%
+9,368
632
$4.08M 0.01%
+52,154
633
$4.05M 0.01%
+110,600
634
$4.03M 0.01%
+42,565
635
$4M 0.01%
22,987
+18,629
636
$4M 0.01%
+45,324
637
$3.99M 0.01%
+130,303
638
$3.97M 0.01%
+85,499
639
$3.96M 0.01%
44,040
+39,436
640
$3.88M 0.01%
+83,595
641
$3.86M 0.01%
12,214
+11,207
642
$3.85M 0.01%
51,759
+48,667
643
$3.83M 0.01%
+16,772
644
$3.83M 0.01%
59,003
+52,569
645
$3.82M 0.01%
+45,279
646
$3.82M 0.01%
+143,488
647
$3.81M 0.01%
66,940
+61,628
648
$3.78M 0.01%
+95,371
649
$3.78M 0.01%
+34,993
650
$3.77M 0.01%
+67,502
24 25
26
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