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
676
$3.38M 0.01%
17,199
+15,043
677
$3.37M 0.01%
+7,589
678
$3.35M 0.01%
+104,257
679
$3.32M 0.01%
21,593
+19,893
680
$3.31M 0.01%
+97,719
681
$3.28M 0.01%
+44,733
682
$3.28M 0.01%
+250,026
683
$3.27M 0.01%
+160,067
684
$3.27M 0.01%
+112,811
685
$3.26M 0.01%
+41,526
686
$3.25M 0.01%
+61,468
687
$3.24M 0.01%
85,116
+33,387
688
$3.23M 0.01%
127,429
+100,468
689
$3.23M 0.01%
21,693
+18,966
690
$3.21M 0.01%
+58,026
691
$3.2M 0.01%
35,292
+30,618
692
$3.17M 0.01%
+49,845
693
$3.15M 0.01%
+7,211
694
$3.15M 0.01%
+27,039
695
$3.14M 0.01%
+21,709
696
$3.13M 0.01%
+181,308
697
$3.13M 0.01%
+31,762
698
$3.12M 0.01%
76,930
+47,240
699
$3.11M 0.01%
+96,952
700
$3.11M 0.01%
+150,473