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
1026
$1.19M ﹤0.01%
6,665
+5,520
1027
$1.19M ﹤0.01%
+24,197
1028
$1.18M ﹤0.01%
+25,605
1029
$1.18M ﹤0.01%
+41,306
1030
$1.18M ﹤0.01%
+32,239
1031
$1.18M ﹤0.01%
+6,818
1032
$1.17M ﹤0.01%
+11,702
1033
$1.17M ﹤0.01%
+39,771
1034
$1.17M ﹤0.01%
+6,419
1035
$1.16M ﹤0.01%
+30,203
1036
$1.16M ﹤0.01%
+45,625
1037
$1.16M ﹤0.01%
+41,633
1038
$1.16M ﹤0.01%
+33,772
1039
$1.15M ﹤0.01%
+7,215
1040
$1.15M ﹤0.01%
+207,821
1041
$1.14M ﹤0.01%
+37,914
1042
$1.14M ﹤0.01%
+7,610
1043
$1.14M ﹤0.01%
+15,288
1044
$1.14M ﹤0.01%
+23,981
1045
$1.14M ﹤0.01%
+18,548
1046
$1.13M ﹤0.01%
+22,922
1047
$1.13M ﹤0.01%
+11,463
1048
$1.12M ﹤0.01%
+60,895
1049
$1.12M ﹤0.01%
+55,487
1050
$1.11M ﹤0.01%
+14,493
40 41
42
43 44