Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
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 Commodity Strategy ETF
NBCM
+$1.49M

Sector Composition

1 Technology 10.65%
2 Financials 5.47%
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
776
$2.56M 0.01%
+318,489
777
$2.55M 0.01%
+54,234
778
$2.53M 0.01%
+57,471
779
$2.52M 0.01%
+30,196
780
$2.51M 0.01%
+33,134
781
$2.51M 0.01%
+175,396
782
$2.5M 0.01%
+30,743
783
$2.5M 0.01%
22,885
+17,238
784
$2.49M 0.01%
+31,915
785
$2.49M 0.01%
+12,370
786
$2.47M 0.01%
+86,115
787
$2.47M 0.01%
+1,949
788
$2.46M 0.01%
+121,045
789
$2.45M 0.01%
22,894
-3,153
790
$2.45M 0.01%
+60,759
791
$2.44M 0.01%
+134,735
792
$2.43M 0.01%
+36,875
793
$2.43M 0.01%
+43,843
794
$2.42M 0.01%
24,565
+22,673
795
$2.41M 0.01%
13,141
+12,072
796
$2.4M 0.01%
+18,947
797
$2.39M 0.01%
+118,183
798
$2.39M 0.01%
+47,368
799
$2.37M 0.01%
+12,966
800
$2.37M 0.01%
+23,567
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