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
1351
$576K ﹤0.01%
+37,612
1352
$574K ﹤0.01%
3,047
+1,420
1353
$572K ﹤0.01%
+1,924
1354
$572K ﹤0.01%
+18,733
1355
$571K ﹤0.01%
+8,956
1356
$570K ﹤0.01%
+511
1357
$567K ﹤0.01%
+5,944
1358
$565K ﹤0.01%
+35,044
1359
$565K ﹤0.01%
+21,170
1360
$565K ﹤0.01%
+6,290
1361
$563K ﹤0.01%
+3,362
1362
$562K ﹤0.01%
+7,349
1363
$560K ﹤0.01%
+7,741
1364
$557K ﹤0.01%
28,402
+13,510
1365
$556K ﹤0.01%
+12,032
1366
$556K ﹤0.01%
+11,014
1367
$556K ﹤0.01%
+3,877
1368
$555K ﹤0.01%
6,474
+2,622
1369
$552K ﹤0.01%
+13,896
1370
$550K ﹤0.01%
+5,166
1371
$549K ﹤0.01%
+1,593
1372
$548K ﹤0.01%
+9,999
1373
$548K ﹤0.01%
+27,513
1374
$548K ﹤0.01%
+20,125
1375
$545K ﹤0.01%
+13,430
53 54
55
56 57