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
1101
$982K ﹤0.01%
+41,305
1102
$981K ﹤0.01%
20,163
+7,962
1103
$978K ﹤0.01%
+6,316
1104
$977K ﹤0.01%
+51,998
1105
$977K ﹤0.01%
+8,059
1106
$975K ﹤0.01%
+96,380
1107
$971K ﹤0.01%
+4,819
1108
$970K ﹤0.01%
+5,647
1109
$965K ﹤0.01%
+13,956
1110
$965K ﹤0.01%
+23,776
1111
$961K ﹤0.01%
+22,422
1112
$960K ﹤0.01%
+17,910
1113
$960K ﹤0.01%
+12,995
1114
$960K ﹤0.01%
+34,998
1115
$958K ﹤0.01%
+12,836
1116
$958K ﹤0.01%
+45,879
1117
$957K ﹤0.01%
+8,799
1118
$955K ﹤0.01%
5,912
-3,493
1119
$955K ﹤0.01%
+22,574
1120
$951K ﹤0.01%
+38,353
1121
$949K ﹤0.01%
+3,024
1122
$948K ﹤0.01%
+9,549
1123
$943K ﹤0.01%
+2,042
1124
$942K ﹤0.01%
+10,985
1125
$941K ﹤0.01%
+4,474
43 44
45
46 47