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
1051
$1.11M ﹤0.01%
+9,139
1052
$1.11M ﹤0.01%
+28,024
1053
$1.11M ﹤0.01%
+57,109
1054
$1.1M ﹤0.01%
+60,932
1055
$1.1M ﹤0.01%
+9,004
1056
$1.1M ﹤0.01%
+17,220
1057
$1.09M ﹤0.01%
+61,589
1058
$1.09M ﹤0.01%
+19,810
1059
$1.09M ﹤0.01%
105,017
+82,389
1060
$1.09M ﹤0.01%
+18,021
1061
$1.09M ﹤0.01%
+40,779
1062
$1.09M ﹤0.01%
+7,585
1063
$1.08M ﹤0.01%
978
+801
1064
$1.08M ﹤0.01%
+42,143
1065
$1.08M ﹤0.01%
+15,639
1066
$1.07M ﹤0.01%
+21,140
1067
$1.07M ﹤0.01%
+10,164
1068
$1.07M ﹤0.01%
+18,884
1069
$1.06M ﹤0.01%
+39,063
1070
$1.06M ﹤0.01%
+21,553
1071
$1.05M ﹤0.01%
+23,779
1072
$1.04M ﹤0.01%
+48,264
1073
$1.04M ﹤0.01%
+39,452
1074
$1.04M ﹤0.01%
+35,378
1075
$1.04M ﹤0.01%
+5,130
41 42
43
44 45