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
1251
$696K ﹤0.01%
+6,970
1252
$695K ﹤0.01%
+128,284
1253
$695K ﹤0.01%
+11,025
1254
$694K ﹤0.01%
+4,692
1255
$694K ﹤0.01%
+24,099
1256
$692K ﹤0.01%
24,157
+17,192
1257
$692K ﹤0.01%
+16,568
1258
$690K ﹤0.01%
+15,127
1259
$689K ﹤0.01%
+3,516
1260
$687K ﹤0.01%
+46,481
1261
$683K ﹤0.01%
+10,781
1262
$682K ﹤0.01%
+28,680
1263
$681K ﹤0.01%
+11,971
1264
$681K ﹤0.01%
+20,539
1265
$681K ﹤0.01%
12,606
+3,881
1266
$679K ﹤0.01%
71,302
+54,012
1267
$678K ﹤0.01%
+12,665
1268
$677K ﹤0.01%
+61,445
1269
$676K ﹤0.01%
+22,200
1270
$673K ﹤0.01%
+13,411
1271
$669K ﹤0.01%
+1,801
1272
$669K ﹤0.01%
+2,041
1273
$664K ﹤0.01%
27,907
+13,903
1274
$663K ﹤0.01%
+6,324
1275
$662K ﹤0.01%
+26,830