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
1401
$520K ﹤0.01%
+3,897
1402
$517K ﹤0.01%
+2,921
1403
$517K ﹤0.01%
+29,770
1404
$517K ﹤0.01%
+39,836
1405
$512K ﹤0.01%
+8,498
1406
$512K ﹤0.01%
+8,273
1407
$512K ﹤0.01%
+18,490
1408
$512K ﹤0.01%
+15,606
1409
$512K ﹤0.01%
+11,755
1410
$508K ﹤0.01%
+6,296
1411
$508K ﹤0.01%
+4,874
1412
$507K ﹤0.01%
+158,284
1413
$506K ﹤0.01%
+13,854
1414
$506K ﹤0.01%
+20,705
1415
$506K ﹤0.01%
2,430
+163
1416
$503K ﹤0.01%
+20,005
1417
$502K ﹤0.01%
+6,308
1418
$501K ﹤0.01%
+8,053
1419
$500K ﹤0.01%
+23,701
1420
$497K ﹤0.01%
+10,397
1421
$496K ﹤0.01%
+25,025
1422
$494K ﹤0.01%
+5,712
1423
$494K ﹤0.01%
6,505
+2,634
1424
$493K ﹤0.01%
+4,086
1425
$492K ﹤0.01%
+28,764
55 56
57
58 59