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
1126
$940K ﹤0.01%
+5,774
1127
$940K ﹤0.01%
+24,165
1128
$939K ﹤0.01%
+36,775
1129
$937K ﹤0.01%
+7,781
1130
$935K ﹤0.01%
+8,799
1131
$933K ﹤0.01%
+15,514
1132
$932K ﹤0.01%
+3,784
1133
$932K ﹤0.01%
+30,327
1134
$921K ﹤0.01%
+16,479
1135
$919K ﹤0.01%
+6,404
1136
$914K ﹤0.01%
+8,847
1137
$913K ﹤0.01%
+48,753
1138
$911K ﹤0.01%
+9,309
1139
$911K ﹤0.01%
+17,775
1140
$911K ﹤0.01%
35,917
+23,869
1141
$908K ﹤0.01%
+22,622
1142
$906K ﹤0.01%
+3,303
1143
$905K ﹤0.01%
+13,502
1144
$895K ﹤0.01%
+8,443
1145
$895K ﹤0.01%
+40,812
1146
$893K ﹤0.01%
5,098
+958
1147
$892K ﹤0.01%
+32,254
1148
$892K ﹤0.01%
+4,553
1149
$892K ﹤0.01%
+48,193
1150
$888K ﹤0.01%
+17,223
44 45
46
47 48