Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
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 Berman Commodity Strategy ETF
NBCM
+$1.49M

Sector Composition

1 Technology 10.65%
2 Financials 5.46%
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
76
$87.2M 0.29%
+2,264,590
77
$86.6M 0.28%
2,721,381
+2,698,081
78
$86.4M 0.28%
543,164
+533,622
79
$85.6M 0.28%
1,048,199
+1,044,675
80
$85.5M 0.28%
933,242
+927,624
81
$83.1M 0.27%
3,293,660
+362,546
82
$80.6M 0.27%
1,080,227
+322,496
83
$80M 0.26%
297,691
+296,057
84
$78M 0.26%
511,829
+507,841
85
$73.6M 0.24%
885,860
+418,880
86
$73.3M 0.24%
352,517
+275,618
87
$72.9M 0.24%
520,635
+481,579
88
$72.8M 0.24%
1,238,199
+305,156
89
$72.1M 0.24%
1,747,750
+701,625
90
$71.9M 0.24%
+2,522,891
91
$71.6M 0.24%
304,729
+88,373
92
$70.6M 0.23%
635,906
+490,666
93
$69.5M 0.23%
+2,129,299
94
$69.4M 0.23%
3,349,742
+1,733,138
95
$68.4M 0.23%
3,762,836
+3,626,096
96
$68.3M 0.22%
+1,489,995
97
$68M 0.22%
+940,294
98
$67.8M 0.22%
1,455,963
+1,435,323
99
$67.2M 0.22%
608,633
+313,879
100
$67.1M 0.22%
218,577
+214,213
2 3
4
5 6