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
826
$2.22M 0.01%
+23,374
827
$2.21M 0.01%
+23,949
828
$2.2M 0.01%
+56,611
829
$2.18M 0.01%
+39,078
830
$2.18M 0.01%
+59,929
831
$2.17M 0.01%
45,074
+28,866
832
$2.16M 0.01%
27,856
+22,956
833
$2.16M 0.01%
+68,652
834
$2.15M 0.01%
17,506
+13,682
835
$2.15M 0.01%
18,767
+16,292
836
$2.14M 0.01%
+39,802
837
$2.12M 0.01%
+65,466
838
$2.11M 0.01%
+138,488
839
$2.1M 0.01%
+135,606
840
$2.09M 0.01%
7,966
-1,051
841
$2.08M 0.01%
+5,070
842
$2.08M 0.01%
+48,600
843
$2.08M 0.01%
+71,368
844
$2.07M 0.01%
+120,359
845
$2.07M 0.01%
+10,173
846
$2.07M 0.01%
+55,921
847
$2.06M 0.01%
+88,340
848
$2.06M 0.01%
+70,116
849
$2.06M 0.01%
20,991
+7,980
850
$2.05M 0.01%
+76,552
32 33
34
35 36