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
726
$2.92M 0.01%
+27,252
727
$2.91M 0.01%
+58,105
728
$2.91M 0.01%
31,227
+23,057
729
$2.9M 0.01%
27,311
+18,893
730
$2.88M 0.01%
16,102
+13,993
731
$2.88M 0.01%
+9,437
732
$2.88M 0.01%
+46,108
733
$2.87M 0.01%
+131,568
734
$2.85M 0.01%
84,688
+75,188
735
$2.84M 0.01%
108,337
+71,982
736
$2.84M 0.01%
+478,939
737
$2.83M 0.01%
+94,844
738
$2.83M 0.01%
53,379
+26,637
739
$2.81M 0.01%
+57,359
740
$2.81M 0.01%
22,729
+21,247
741
$2.81M 0.01%
258,419
+247,155
742
$2.8M 0.01%
74,201
+55,092
743
$2.8M 0.01%
+36,745
744
$2.8M 0.01%
+14,058
745
$2.8M 0.01%
+143,526
746
$2.8M 0.01%
84,314
+74,287
747
$2.79M 0.01%
84,389
+58,999
748
$2.78M 0.01%
+168,694
749
$2.78M 0.01%
+97,855
750
$2.77M 0.01%
+43,624
28 29
30
31 32