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
1526
$422K ﹤0.01%
+5,738
1527
$422K ﹤0.01%
+1,800
1528
$421K ﹤0.01%
+378
1529
$420K ﹤0.01%
+3,982
1530
$420K ﹤0.01%
2,074
-8,455
1531
$420K ﹤0.01%
+18,841
1532
$419K ﹤0.01%
+13,928
1533
$418K ﹤0.01%
+20,493
1534
$418K ﹤0.01%
+24,418
1535
$418K ﹤0.01%
+4,174
1536
$415K ﹤0.01%
+5,497
1537
$415K ﹤0.01%
+20,878
1538
$413K ﹤0.01%
+5,244
1539
$413K ﹤0.01%
+11,104
1540
$413K ﹤0.01%
+45,666
1541
$413K ﹤0.01%
+4,562
1542
$413K ﹤0.01%
+9,141
1543
$412K ﹤0.01%
+43,449
1544
$411K ﹤0.01%
+17,121
1545
$411K ﹤0.01%
+15,735
1546
$410K ﹤0.01%
+6,287
1547
$409K ﹤0.01%
+10,286
1548
$408K ﹤0.01%
+60,000
1549
$407K ﹤0.01%
+17,889
1550
$407K ﹤0.01%
+58,798