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
1301
$625K ﹤0.01%
+4,412
1302
$625K ﹤0.01%
+6,784
1303
$623K ﹤0.01%
+14,406
1304
$623K ﹤0.01%
+64,387
1305
$623K ﹤0.01%
+1,525
1306
$623K ﹤0.01%
+3,737
1307
$622K ﹤0.01%
+46,909
1308
$621K ﹤0.01%
+35,172
1309
$621K ﹤0.01%
+15,041
1310
$621K ﹤0.01%
+25,143
1311
$620K ﹤0.01%
+23,104
1312
$616K ﹤0.01%
+62,533
1313
$615K ﹤0.01%
+2,445
1314
$615K ﹤0.01%
+8,358
1315
$615K ﹤0.01%
+2,486
1316
$614K ﹤0.01%
18,588
+9,355
1317
$614K ﹤0.01%
+11,765
1318
$614K ﹤0.01%
+26,305
1319
$613K ﹤0.01%
+7,849
1320
$611K ﹤0.01%
+24,771
1321
$611K ﹤0.01%
+20,105
1322
$610K ﹤0.01%
+56,719
1323
$606K ﹤0.01%
+29,848
1324
$605K ﹤0.01%
+6,840
1325
$605K ﹤0.01%
+31,221
51 52
53
54 55