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
1001
$1.3M ﹤0.01%
+35,420
1002
$1.3M ﹤0.01%
+24,356
1003
$1.28M ﹤0.01%
+6,471
1004
$1.27M ﹤0.01%
+3,723
1005
$1.27M ﹤0.01%
+50,823
1006
$1.26M ﹤0.01%
+16,167
1007
$1.25M ﹤0.01%
+8,281
1008
$1.25M ﹤0.01%
+28,200
1009
$1.25M ﹤0.01%
+59,435
1010
$1.24M ﹤0.01%
+58,289
1011
$1.24M ﹤0.01%
+89,065
1012
$1.24M ﹤0.01%
+29,327
1013
$1.24M ﹤0.01%
+15,338
1014
$1.23M ﹤0.01%
+71,053
1015
$1.23M ﹤0.01%
+55,096
1016
$1.23M ﹤0.01%
+11,601
1017
$1.23M ﹤0.01%
+59,342
1018
$1.23M ﹤0.01%
+20,343
1019
$1.22M ﹤0.01%
+93,413
1020
$1.22M ﹤0.01%
+30,949
1021
$1.22M ﹤0.01%
+57,242
1022
$1.22M ﹤0.01%
+25,723
1023
$1.21M ﹤0.01%
+19,359
1024
$1.2M ﹤0.01%
37,295
+9,934
1025
$1.2M ﹤0.01%
17,438
+7,685
39 40
41
42 43