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
1201
$776K ﹤0.01%
+30,110
1202
$775K ﹤0.01%
+48,832
1203
$774K ﹤0.01%
+3,706
1204
$774K ﹤0.01%
+11,083
1205
$774K ﹤0.01%
+4,779
1206
$772K ﹤0.01%
+30,328
1207
$770K ﹤0.01%
+11,232
1208
$767K ﹤0.01%
26,543
+5,296
1209
$766K ﹤0.01%
+193,461
1210
$765K ﹤0.01%
+13,647
1211
$763K ﹤0.01%
+11,352
1212
$762K ﹤0.01%
6,230
+482
1213
$760K ﹤0.01%
9,169
+3,331
1214
$760K ﹤0.01%
+10,162
1215
$753K ﹤0.01%
2,115
+895
1216
$753K ﹤0.01%
+1,529
1217
$752K ﹤0.01%
+25,535
1218
$745K ﹤0.01%
+30,488
1219
$742K ﹤0.01%
9,496
+6,209
1220
$741K ﹤0.01%
+9,872
1221
$739K ﹤0.01%
+17,337
1222
$739K ﹤0.01%
+63,041
1223
$738K ﹤0.01%
+7,150
1224
$737K ﹤0.01%
+2,715
1225
$737K ﹤0.01%
+27,208
47 48
49
50 51