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
1676
$331K ﹤0.01%
+3,727
1677
$331K ﹤0.01%
3,861
-30,782
1678
$331K ﹤0.01%
+30,488
1679
$331K ﹤0.01%
+9,928
1680
$330K ﹤0.01%
+5,741
1681
$330K ﹤0.01%
+25,143
1682
$329K ﹤0.01%
+5,609
1683
$329K ﹤0.01%
+3,157
1684
$328K ﹤0.01%
+13,257
1685
$328K ﹤0.01%
+12,201
1686
$326K ﹤0.01%
+7,575
1687
$326K ﹤0.01%
+5,707
1688
$325K ﹤0.01%
+2,223
1689
$324K ﹤0.01%
+4,376
1690
$324K ﹤0.01%
+2,878
1691
$323K ﹤0.01%
+24,040
1692
$323K ﹤0.01%
+5,149
1693
$322K ﹤0.01%
+17,185
1694
$322K ﹤0.01%
75,141
1695
$321K ﹤0.01%
+23,192
1696
$321K ﹤0.01%
+8,827
1697
$320K ﹤0.01%
+2,057
1698
$320K ﹤0.01%
+8,723
1699
$320K ﹤0.01%
+14,094
1700
$320K ﹤0.01%
9,587
-20,394
66 67
68
69 70