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
1651
$342K ﹤0.01%
+27,543
1652
$341K ﹤0.01%
+4,916
1653
$341K ﹤0.01%
+9,646
1654
$340K ﹤0.01%
+22,191
1655
$340K ﹤0.01%
+7,543
1656
$340K ﹤0.01%
+6,841
1657
$339K ﹤0.01%
+17,952
1658
$339K ﹤0.01%
+9,700
1659
$339K ﹤0.01%
+11,075
1660
$338K ﹤0.01%
+13,584
1661
$338K ﹤0.01%
+7,792
1662
$338K ﹤0.01%
44,432
+30,432
1663
$338K ﹤0.01%
+10,417
1664
$338K ﹤0.01%
+7,097
1665
$336K ﹤0.01%
8,763
1666
$336K ﹤0.01%
+3,493
1667
$335K ﹤0.01%
+6,961
1668
$335K ﹤0.01%
+15,997
1669
$334K ﹤0.01%
+608
1670
$334K ﹤0.01%
+9,602
1671
$334K ﹤0.01%
+12,886
1672
$334K ﹤0.01%
+3,412
1673
$333K ﹤0.01%
+2,745
1674
$333K ﹤0.01%
+32,268
1675
$332K ﹤0.01%
+9,066