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
951
$1.53M 0.01%
+71,929
952
$1.52M 0.01%
+12,549
953
$1.52M 0.01%
+37,482
954
$1.51M 0.01%
+35,821
955
$1.51M 0.01%
58,956
+44,930
956
$1.51M 0.01%
+30,803
957
$1.51M 0.01%
+36,536
958
$1.51M 0.01%
+25,205
959
$1.51M 0.01%
+136,344
960
$1.49M ﹤0.01%
+26,271
961
$1.49M ﹤0.01%
11,938
+10,318
962
$1.48M ﹤0.01%
3,913
+2,843
963
$1.47M ﹤0.01%
+61,198
964
$1.46M ﹤0.01%
+62,104
965
$1.46M ﹤0.01%
+13,013
966
$1.46M ﹤0.01%
+31,771
967
$1.46M ﹤0.01%
+41,197
968
$1.44M ﹤0.01%
69,401
+41,116
969
$1.43M ﹤0.01%
7,107
+5,567
970
$1.42M ﹤0.01%
+43,679
971
$1.42M ﹤0.01%
+18,459
972
$1.42M ﹤0.01%
+139,000
973
$1.42M ﹤0.01%
15,393
+11,414
974
$1.42M ﹤0.01%
+92,211
975
$1.41M ﹤0.01%
48,511
+30,898
37 38
39
40 41