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
926
$1.62M 0.01%
+6,838
927
$1.62M 0.01%
38,445
+20,473
928
$1.62M 0.01%
19,439
+15,327
929
$1.61M 0.01%
+16,589
930
$1.61M 0.01%
+22,509
931
$1.61M 0.01%
+23,621
932
$1.6M 0.01%
+23,931
933
$1.6M 0.01%
+32,386
934
$1.6M 0.01%
+30,150
935
$1.59M 0.01%
+47,240
936
$1.58M 0.01%
+46,561
937
$1.58M 0.01%
+49,964
938
$1.58M 0.01%
+46,920
939
$1.57M 0.01%
+8,114
940
$1.57M 0.01%
+207,477
941
$1.57M 0.01%
+3,596
942
$1.57M 0.01%
+25,941
943
$1.57M 0.01%
+100,274
944
$1.56M 0.01%
15,146
-2,263
945
$1.56M 0.01%
+58,550
946
$1.56M 0.01%
+460,811
947
$1.54M 0.01%
+69,507
948
$1.54M 0.01%
+37,904
949
$1.54M 0.01%
+53,566
950
$1.53M 0.01%
1,762
+1,144