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
1701
$319K ﹤0.01%
+8,000
1702
$318K ﹤0.01%
+7,365
1703
$317K ﹤0.01%
9,833
1704
$317K ﹤0.01%
+30,935
1705
$317K ﹤0.01%
+7,266
1706
$316K ﹤0.01%
+9,750
1707
$315K ﹤0.01%
+5,525
1708
$315K ﹤0.01%
+2,637
1709
$315K ﹤0.01%
+9,850
1710
$314K ﹤0.01%
+6,604
1711
$314K ﹤0.01%
6,947
+5,335
1712
$314K ﹤0.01%
+6,879
1713
$314K ﹤0.01%
+15,058
1714
$313K ﹤0.01%
+5,055
1715
$312K ﹤0.01%
+189,250
1716
$311K ﹤0.01%
+5,288
1717
$311K ﹤0.01%
+3,388
1718
$310K ﹤0.01%
+27,795
1719
$310K ﹤0.01%
+1,823
1720
$309K ﹤0.01%
+5,643
1721
$309K ﹤0.01%
+23,423
1722
$307K ﹤0.01%
+4,965
1723
$306K ﹤0.01%
+5,922
1724
$306K ﹤0.01%
+3,263
1725
$306K ﹤0.01%
+5,615
67 68
69
70 71