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
1726
$305K ﹤0.01%
+6,701
1727
$304K ﹤0.01%
+7,563
1728
$303K ﹤0.01%
2,003
+675
1729
$303K ﹤0.01%
+10,742
1730
$303K ﹤0.01%
+6,949
1731
$302K ﹤0.01%
+6,039
1732
$301K ﹤0.01%
+2,257
1733
$300K ﹤0.01%
+61,840
1734
$300K ﹤0.01%
+17,679
1735
$299K ﹤0.01%
+2,694
1736
$298K ﹤0.01%
+6,283
1737
$298K ﹤0.01%
+9,932
1738
$297K ﹤0.01%
+8,610
1739
$297K ﹤0.01%
+5,649
1740
$297K ﹤0.01%
+3,749
1741
$296K ﹤0.01%
+4,913
1742
$296K ﹤0.01%
+11,035
1743
$295K ﹤0.01%
+9,671
1744
$295K ﹤0.01%
+17,642
1745
$293K ﹤0.01%
+78,430
1746
$293K ﹤0.01%
+8,509
1747
$293K ﹤0.01%
+7,471
1748
$293K ﹤0.01%
+9,871
1749
$292K ﹤0.01%
+13,075
1750
$292K ﹤0.01%
+8,624