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
851
$2.05M 0.01%
14,116
+380
852
$2.05M 0.01%
+48,024
853
$2.04M 0.01%
+46,065
854
$2.03M 0.01%
43,861
+39,292
855
$2.03M 0.01%
+37,881
856
$2.03M 0.01%
+22,472
857
$2.03M 0.01%
+22,135
858
$2.03M 0.01%
+14,446
859
$2.02M 0.01%
23,499
+15,386
860
$2.02M 0.01%
+27,351
861
$2.02M 0.01%
8,225
+7,162
862
$2.02M 0.01%
+72,334
863
$2.01M 0.01%
+43,524
864
$2.01M 0.01%
+27,056
865
$2.01M 0.01%
+54,111
866
$2M 0.01%
+21,946
867
$1.97M 0.01%
+8,288
868
$1.97M 0.01%
35,317
+26,404
869
$1.97M 0.01%
+54,894
870
$1.96M 0.01%
+116,676
871
$1.96M 0.01%
+64,359
872
$1.96M 0.01%
+77,163
873
$1.95M 0.01%
+26,388
874
$1.94M 0.01%
+12,475
875
$1.91M 0.01%
+77,345
33 34
35
36 37