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
1626
$357K ﹤0.01%
+6,237
1627
$356K ﹤0.01%
+16,754
1628
$356K ﹤0.01%
+7,015
1629
$355K ﹤0.01%
+7,966
1630
$354K ﹤0.01%
+9,952
1631
$354K ﹤0.01%
+16,422
1632
$353K ﹤0.01%
+2,413
1633
$352K ﹤0.01%
+6,667
1634
$352K ﹤0.01%
+4,612
1635
$351K ﹤0.01%
+36,399
1636
$350K ﹤0.01%
+14,698
1637
$350K ﹤0.01%
+7,963
1638
$349K ﹤0.01%
+5,002
1639
$349K ﹤0.01%
+19,323
1640
$349K ﹤0.01%
+8,315
1641
$349K ﹤0.01%
+8,350
1642
$348K ﹤0.01%
+18,916
1643
$348K ﹤0.01%
+2,162
1644
$346K ﹤0.01%
+2,177
1645
$346K ﹤0.01%
+12,631
1646
$346K ﹤0.01%
+14,566
1647
$345K ﹤0.01%
+2,304
1648
$343K ﹤0.01%
+7,033
1649
$343K ﹤0.01%
+9,637
1650
$343K ﹤0.01%
+30,234