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
701
$3.1M 0.01%
+44,441
702
$3.1M 0.01%
+338,012
703
$3.09M 0.01%
+12,011
704
$3.09M 0.01%
+145,701
705
$3.08M 0.01%
+115,971
706
$3.04M 0.01%
+20,955
707
$3.03M 0.01%
+93,614
708
$3.03M 0.01%
+177,849
709
$3.02M 0.01%
118,800
+109,838
710
$3.02M 0.01%
148,132
+60,785
711
$3.01M 0.01%
+44,473
712
$3.01M 0.01%
+12,732
713
$2.99M 0.01%
+95,641
714
$2.99M 0.01%
+64,583
715
$2.98M 0.01%
+377,034
716
$2.97M 0.01%
+21,675
717
$2.97M 0.01%
+51,388
718
$2.97M 0.01%
+33,980
719
$2.97M 0.01%
+85,280
720
$2.95M 0.01%
+50,678
721
$2.94M 0.01%
74,531
+36,581
722
$2.94M 0.01%
6,035
+2,338
723
$2.93M 0.01%
+85,863
724
$2.93M 0.01%
+85,176
725
$2.92M 0.01%
+106,043
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