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
801
$2.36M 0.01%
+16,933
802
$2.35M 0.01%
+35,122
803
$2.35M 0.01%
+72,532
804
$2.35M 0.01%
69,707
+44,444
805
$2.34M 0.01%
+42,062
806
$2.34M 0.01%
+118,807
807
$2.34M 0.01%
50,029
+25,558
808
$2.33M 0.01%
+18,575
809
$2.33M 0.01%
+34,149
810
$2.33M 0.01%
+35,410
811
$2.33M 0.01%
+40,715
812
$2.32M 0.01%
+56,589
813
$2.32M 0.01%
+17,366
814
$2.31M 0.01%
+21,031
815
$2.31M 0.01%
+33,554
816
$2.31M 0.01%
+2,737
817
$2.29M 0.01%
+3,155
818
$2.29M 0.01%
+25,907
819
$2.25M 0.01%
46,479
+40,039
820
$2.25M 0.01%
+39,349
821
$2.24M 0.01%
+49,067
822
$2.24M 0.01%
7,137
+5,959
823
$2.23M 0.01%
+90,022
824
$2.22M 0.01%
+19,847
825
$2.22M 0.01%
+52,533
31 32
33
34 35