Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
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 Berman Commodity Strategy ETF
NBCM
+$1.49M

Sector Composition

1 Technology 10.65%
2 Financials 5.46%
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
101
$66.2M 0.22%
615,968
+575,453
102
$65.8M 0.22%
441,330
+413,330
103
$65.8M 0.22%
1,305,638
+425,495
104
$64.7M 0.21%
898,585
+889,539
105
$64.1M 0.21%
226,063
+206,807
106
$64M 0.21%
119,101
+79,986
107
$63.8M 0.21%
722,777
+718,678
108
$63.7M 0.21%
+619,763
109
$63.3M 0.21%
125,079
+123,379
110
$62.5M 0.21%
208,306
+126,473
111
$61.5M 0.2%
2,570,401
+702,595
112
$60.6M 0.2%
251,929
+241,303
113
$60.2M 0.2%
873,709
+842,728
114
$59.9M 0.2%
260,992
+258,995
115
$59.3M 0.19%
1,706,556
+1,337,462
116
$58.9M 0.19%
1,777,139
+1,474,649
117
$58.2M 0.19%
1,016,289
+998,088
118
$58.2M 0.19%
+284,579
119
$56.4M 0.19%
1,279,203
+672,901
120
$55.8M 0.18%
806,198
+797,992
121
$55.6M 0.18%
289,991
+282,130
122
$55.1M 0.18%
751,927
+613,601
123
$54.9M 0.18%
865,297
+858,994
124
$54.3M 0.18%
+215,909
125
$53.1M 0.17%
+295,191
3 4
5
6 7