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
751
$2.75M 0.01%
+50,820
752
$2.75M 0.01%
85,572
+77,812
753
$2.74M 0.01%
37,959
+34,652
754
$2.72M 0.01%
+15,969
755
$2.71M 0.01%
35,936
+28,903
756
$2.71M 0.01%
+74,657
757
$2.7M 0.01%
+54,102
758
$2.7M 0.01%
+55,205
759
$2.68M 0.01%
+33,323
760
$2.66M 0.01%
23,076
+20,837
761
$2.66M 0.01%
52,262
+47,038
762
$2.65M 0.01%
+63,113
763
$2.64M 0.01%
+144,579
764
$2.64M 0.01%
+48,369
765
$2.64M 0.01%
+36,023
766
$2.63M 0.01%
+21,867
767
$2.63M 0.01%
+36,443
768
$2.62M 0.01%
+80,539
769
$2.61M 0.01%
107,566
+92,254
770
$2.6M 0.01%
+109,025
771
$2.59M 0.01%
+48,660
772
$2.59M 0.01%
+94,832
773
$2.58M 0.01%
+95,574
774
$2.58M 0.01%
432
+374
775
$2.57M 0.01%
97,995
+60,718
29 30
31
32 33