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
1751
$292K ﹤0.01%
+8,304
1752
$290K ﹤0.01%
+40,067
1753
$290K ﹤0.01%
+10,515
1754
$290K ﹤0.01%
+745
1755
$290K ﹤0.01%
+9,038
1756
$290K ﹤0.01%
+77,011
1757
$290K ﹤0.01%
+3,964
1758
$289K ﹤0.01%
+1,774
1759
$289K ﹤0.01%
+2,739
1760
$289K ﹤0.01%
+16,765
1761
$288K ﹤0.01%
+7,535
1762
$287K ﹤0.01%
+55,998
1763
$287K ﹤0.01%
+9,367
1764
$286K ﹤0.01%
+33,387
1765
$284K ﹤0.01%
+30,293
1766
$283K ﹤0.01%
+5,065
1767
$283K ﹤0.01%
+1,069
1768
$282K ﹤0.01%
+8,900
1769
$282K ﹤0.01%
+4,968
1770
$282K ﹤0.01%
14,324
1771
$282K ﹤0.01%
+9,486
1772
$282K ﹤0.01%
+18,786
1773
$281K ﹤0.01%
+1,245
1774
$281K ﹤0.01%
+11,886
1775
$281K ﹤0.01%
+12,096
69 70
71
72 73