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
1451
$475K ﹤0.01%
+16,894
1452
$474K ﹤0.01%
+12,188
1453
$473K ﹤0.01%
+20,126
1454
$472K ﹤0.01%
+14,640
1455
$472K ﹤0.01%
+20,547
1456
$471K ﹤0.01%
+6,111
1457
$471K ﹤0.01%
+16,380
1458
$471K ﹤0.01%
+10,370
1459
$470K ﹤0.01%
+16,073
1460
$470K ﹤0.01%
+14,964
1461
$469K ﹤0.01%
+14,022
1462
$468K ﹤0.01%
+4,679
1463
$468K ﹤0.01%
+20,486
1464
$468K ﹤0.01%
+6,107
1465
$467K ﹤0.01%
+11,346
1466
$467K ﹤0.01%
+3,650
1467
$467K ﹤0.01%
+13,056
1468
$465K ﹤0.01%
+54,197
1469
$463K ﹤0.01%
+18,153
1470
$461K ﹤0.01%
+2,562
1471
$461K ﹤0.01%
+10,881
1472
$460K ﹤0.01%
+26,553
1473
$459K ﹤0.01%
+4,416
1474
$458K ﹤0.01%
+4,311
1475
$458K ﹤0.01%
+11,991