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
976
$1.41M ﹤0.01%
+9,211
977
$1.4M ﹤0.01%
+40,138
978
$1.4M ﹤0.01%
+34,508
979
$1.39M ﹤0.01%
+3,725
980
$1.39M ﹤0.01%
+14,024
981
$1.39M ﹤0.01%
61,907
+34,400
982
$1.39M ﹤0.01%
+9,830
983
$1.38M ﹤0.01%
+6,520
984
$1.38M ﹤0.01%
+6,843
985
$1.38M ﹤0.01%
+40,619
986
$1.37M ﹤0.01%
+22,296
987
$1.37M ﹤0.01%
+47,811
988
$1.37M ﹤0.01%
68,952
+51,999
989
$1.36M ﹤0.01%
+40,538
990
$1.35M ﹤0.01%
+44,321
991
$1.34M ﹤0.01%
+10,733
992
$1.34M ﹤0.01%
+26,921
993
$1.34M ﹤0.01%
10,125
-9,377
994
$1.34M ﹤0.01%
+8,295
995
$1.33M ﹤0.01%
+6,810
996
$1.33M ﹤0.01%
+57,748
997
$1.32M ﹤0.01%
+37,082
998
$1.32M ﹤0.01%
+120,310
999
$1.32M ﹤0.01%
+33,398
1000
$1.31M ﹤0.01%
+15,062
38 39
40
41 42