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
151
$41.8M 0.14%
+170,032
152
$41.7M 0.14%
825,912
+201,400
153
$41.6M 0.14%
+826,457
154
$41.5M 0.14%
949,635
+887,130
155
$41M 0.13%
+407,305
156
$41M 0.13%
586,815
+577,932
157
$40.8M 0.13%
309,849
+219,478
158
$39.9M 0.13%
838,796
+662,963
159
$39.7M 0.13%
97,143
+79,098
160
$39.5M 0.13%
+3,079,393
161
$39.4M 0.13%
381,139
+369,794
162
$39.3M 0.13%
188,850
+185,967
163
$39.1M 0.13%
1,304,179
+1,168,887
164
$38.8M 0.13%
1,349,904
+556,392
165
$38.5M 0.13%
+233,995
166
$38.4M 0.13%
+220,871
167
$38.4M 0.13%
+812,054
168
$38.2M 0.13%
395,533
+391,714
169
$37.6M 0.12%
355,065
+341,085
170
$37.4M 0.12%
853,243
+822,100
171
$37.3M 0.12%
102,024
+101,235
172
$37.2M 0.12%
544,010
+502,241
173
$37.2M 0.12%
1,219,635
+1,212,927
174
$37M 0.12%
+1,139,509
175
$36.9M 0.12%
418,124
+396,006
5 6
7
8 9