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
1326
$605K ﹤0.01%
+45,532
1327
$603K ﹤0.01%
+32,077
1328
$603K ﹤0.01%
+4,729
1329
$603K ﹤0.01%
+41,312
1330
$603K ﹤0.01%
+23,678
1331
$602K ﹤0.01%
+5,389
1332
$602K ﹤0.01%
+9,056
1333
$602K ﹤0.01%
+9,506
1334
$597K ﹤0.01%
+31,094
1335
$596K ﹤0.01%
+8,421
1336
$591K ﹤0.01%
+24,200
1337
$591K ﹤0.01%
+68,847
1338
$591K ﹤0.01%
11,795
+7,210
1339
$590K ﹤0.01%
+10,032
1340
$585K ﹤0.01%
+9,910
1341
$583K ﹤0.01%
+8,387
1342
$583K ﹤0.01%
+10,317
1343
$582K ﹤0.01%
+14,683
1344
$581K ﹤0.01%
+59,367
1345
$581K ﹤0.01%
+3,232
1346
$580K ﹤0.01%
+16,434
1347
$580K ﹤0.01%
+7,244
1348
$577K ﹤0.01%
+38,343
1349
$577K ﹤0.01%
+8,561
1350
$577K ﹤0.01%
+16,553
52 53
54
55 56