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
1151
$887K ﹤0.01%
+8,162
1152
$883K ﹤0.01%
+19,427
1153
$882K ﹤0.01%
+6,566
1154
$878K ﹤0.01%
+13,783
1155
$877K ﹤0.01%
+14,120
1156
$875K ﹤0.01%
+11,402
1157
$873K ﹤0.01%
+23,746
1158
$869K ﹤0.01%
+6,475
1159
$866K ﹤0.01%
+65,738
1160
$859K ﹤0.01%
+9,147
1161
$857K ﹤0.01%
+11,451
1162
$857K ﹤0.01%
+25,915
1163
$856K ﹤0.01%
+6,278
1164
$855K ﹤0.01%
+48,377
1165
$854K ﹤0.01%
+58,724
1166
$850K ﹤0.01%
+5,107
1167
$848K ﹤0.01%
+6,781
1168
$847K ﹤0.01%
+30,731
1169
$847K ﹤0.01%
+4,501
1170
$840K ﹤0.01%
+2,028
1171
$837K ﹤0.01%
+20,289
1172
$837K ﹤0.01%
+7,680
1173
$837K ﹤0.01%
+13,781
1174
$835K ﹤0.01%
+9,225
1175
$833K ﹤0.01%
8,215
+4,953
45 46
47
48 49