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
1226
$735K ﹤0.01%
+6,772
1227
$733K ﹤0.01%
+10,941
1228
$731K ﹤0.01%
+18,279
1229
$731K ﹤0.01%
+6,522
1230
$731K ﹤0.01%
+9,748
1231
$729K ﹤0.01%
+13,897
1232
$729K ﹤0.01%
+11,829
1233
$725K ﹤0.01%
+2,454
1234
$724K ﹤0.01%
+2,837
1235
$721K ﹤0.01%
+17,488
1236
$720K ﹤0.01%
+71,030
1237
$719K ﹤0.01%
+13,827
1238
$717K ﹤0.01%
+7,001
1239
$713K ﹤0.01%
+21,926
1240
$713K ﹤0.01%
+17,307
1241
$712K ﹤0.01%
+30,338
1242
$711K ﹤0.01%
+40,217
1243
$708K ﹤0.01%
+36,532
1244
$707K ﹤0.01%
+29,136
1245
$707K ﹤0.01%
+20,170
1246
$704K ﹤0.01%
+11,060
1247
$703K ﹤0.01%
+42,645
1248
$702K ﹤0.01%
+25,968
1249
$702K ﹤0.01%
+47,984
1250
$701K ﹤0.01%
+27,580
48 49
50
51 52