Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
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 Berman Commodity Strategy ETF
NBCM
+$1.49M

Sector Composition

1 Technology 10.65%
2 Financials 5.46%
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
126
$52.5M 0.17%
590,262
+584,244
127
$52.2M 0.17%
92,468
+89,472
128
$51.8M 0.17%
943,519
+934,179
129
$51M 0.17%
319,819
+317,904
130
$50.4M 0.17%
899,723
+867,730
131
$50.1M 0.16%
335,801
+333,602
132
$50M 0.16%
305,012
+294,832
133
$49.6M 0.16%
+589,335
134
$49.4M 0.16%
267,221
+257,784
135
$48.7M 0.16%
+454,622
136
$48.5M 0.16%
2,023,046
+1,255,684
137
$47.6M 0.16%
272,020
+270,861
138
$47.2M 0.16%
+707,984
139
$46.6M 0.15%
510,134
+501,788
140
$46M 0.15%
+923,911
141
$45.6M 0.15%
207,215
+204,200
142
$45.5M 0.15%
319,020
+309,335
143
$44.6M 0.15%
885,730
+615,329
144
$43.7M 0.14%
464,324
+430,268
145
$43.7M 0.14%
3,514,818
+3,498,063
146
$43.4M 0.14%
+1,045,335
147
$42.7M 0.14%
146,041
+144,780
148
$42.5M 0.14%
+75,978
149
$42.3M 0.14%
+1,917,828
150
$42.2M 0.14%
+359,778
4 5
6
7 8