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
1601
$374K ﹤0.01%
+2,786
1602
$373K ﹤0.01%
+6,003
1603
$373K ﹤0.01%
+6,920
1604
$372K ﹤0.01%
+11,567
1605
$372K ﹤0.01%
+49,191
1606
$371K ﹤0.01%
+39,310
1607
$371K ﹤0.01%
+9,164
1608
$369K ﹤0.01%
+16,852
1609
$369K ﹤0.01%
+49,007
1610
$367K ﹤0.01%
+6,518
1611
$367K ﹤0.01%
+9,606
1612
$366K ﹤0.01%
+17,746
1613
$366K ﹤0.01%
+8,461
1614
$366K ﹤0.01%
+3,847
1615
$364K ﹤0.01%
+17,860
1616
$364K ﹤0.01%
+3,728
1617
$363K ﹤0.01%
+6,084
1618
$362K ﹤0.01%
+8,117
1619
$361K ﹤0.01%
+3,252
1620
$361K ﹤0.01%
+9,531
1621
$360K ﹤0.01%
+12,150
1622
$359K ﹤0.01%
+5,186
1623
$357K ﹤0.01%
110,330
+91,075
1624
$357K ﹤0.01%
+42,856
1625
$357K ﹤0.01%
+2,340
63 64
65
66 67