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
1501
$443K ﹤0.01%
+2,485
1502
$440K ﹤0.01%
+3,030
1503
$440K ﹤0.01%
+10,914
1504
$440K ﹤0.01%
+14,526
1505
$439K ﹤0.01%
+10,682
1506
$433K ﹤0.01%
+20,702
1507
$433K ﹤0.01%
+12,576
1508
$432K ﹤0.01%
+7,242
1509
$432K ﹤0.01%
+5,468
1510
$432K ﹤0.01%
+14,686
1511
$432K ﹤0.01%
+26,858
1512
$431K ﹤0.01%
+2,181
1513
$429K ﹤0.01%
+13,502
1514
$428K ﹤0.01%
+12,360
1515
$428K ﹤0.01%
+12,537
1516
$428K ﹤0.01%
+53,506
1517
$427K ﹤0.01%
+15,619
1518
$427K ﹤0.01%
+13,541
1519
$424K ﹤0.01%
+17,169
1520
$424K ﹤0.01%
+2,950
1521
$424K ﹤0.01%
+11,555
1522
$424K ﹤0.01%
+9,057
1523
$423K ﹤0.01%
+85,675
1524
$422K ﹤0.01%
+18,375
1525
$422K ﹤0.01%
+10,609
59 60
61
62 63