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
901
$1.75M 0.01%
+53,099
902
$1.75M 0.01%
+37,261
903
$1.75M 0.01%
+8,134
904
$1.74M 0.01%
+11,404
905
$1.74M 0.01%
+11,283
906
$1.73M 0.01%
+54,177
907
$1.73M 0.01%
+23,471
908
$1.73M 0.01%
+226,677
909
$1.72M 0.01%
+77,278
910
$1.71M 0.01%
+3,325
911
$1.7M 0.01%
+16,473
912
$1.68M 0.01%
+13,226
913
$1.68M 0.01%
+38,924
914
$1.67M 0.01%
44,856
+13,468
915
$1.67M 0.01%
+61,992
916
$1.67M 0.01%
+68,474
917
$1.67M 0.01%
+45,800
918
$1.67M 0.01%
+7,849
919
$1.65M 0.01%
+34,412
920
$1.65M 0.01%
+15,187
921
$1.64M 0.01%
+70,409
922
$1.63M 0.01%
+87,998
923
$1.63M 0.01%
17,069
+5,843
924
$1.63M 0.01%
+34,945
925
$1.62M 0.01%
+26,167
35 36
37
38 39