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
1376
$545K ﹤0.01%
23,680
-4,416
1377
$544K ﹤0.01%
+65,901
1378
$542K ﹤0.01%
+1,043
1379
$542K ﹤0.01%
+39,487
1380
$540K ﹤0.01%
+6,883
1381
$539K ﹤0.01%
+17,148
1382
$538K ﹤0.01%
+31,688
1383
$537K ﹤0.01%
+13,711
1384
$535K ﹤0.01%
+2,229
1385
$535K ﹤0.01%
+27,238
1386
$535K ﹤0.01%
+15,783
1387
$534K ﹤0.01%
+12,994
1388
$534K ﹤0.01%
+24,905
1389
$533K ﹤0.01%
+4,597
1390
$533K ﹤0.01%
+62,000
1391
$533K ﹤0.01%
+18,946
1392
$531K ﹤0.01%
+35,023
1393
$529K ﹤0.01%
+13,598
1394
$527K ﹤0.01%
+4,460
1395
$526K ﹤0.01%
+4,916
1396
$525K ﹤0.01%
+30,689
1397
$525K ﹤0.01%
+22,692
1398
$524K ﹤0.01%
+19,120
1399
$524K ﹤0.01%
+37,850
1400
$521K ﹤0.01%
+11,396