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
651
$3.77M 0.01%
+153,259
652
$3.75M 0.01%
+43,596
653
$3.74M 0.01%
168,871
-81,718
654
$3.73M 0.01%
+36,842
655
$3.73M 0.01%
88,782
-56,166
656
$3.73M 0.01%
+88,908
657
$3.73M 0.01%
+217,850
658
$3.7M 0.01%
+35,401
659
$3.68M 0.01%
+74,381
660
$3.67M 0.01%
+72,235
661
$3.66M 0.01%
+28,299
662
$3.66M 0.01%
+80,510
663
$3.66M 0.01%
+28,241
664
$3.65M 0.01%
+67,225
665
$3.65M 0.01%
+104,805
666
$3.63M 0.01%
8,245
+7,167
667
$3.62M 0.01%
80,989
+61,969
668
$3.58M 0.01%
59,736
+34,029
669
$3.56M 0.01%
+48,446
670
$3.55M 0.01%
+125,676
671
$3.52M 0.01%
51,116
+47,480
672
$3.5M 0.01%
+116,501
673
$3.42M 0.01%
+164,885
674
$3.41M 0.01%
+85,817
675
$3.4M 0.01%
+21,543
25 26
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