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
1776
$279K ﹤0.01%
+12,853
1777
$279K ﹤0.01%
+13,778
1778
$279K ﹤0.01%
+37,845
1779
$278K ﹤0.01%
+5,283
1780
$277K ﹤0.01%
+2,730
1781
$276K ﹤0.01%
+14,708
1782
$275K ﹤0.01%
+12,015
1783
$275K ﹤0.01%
+6,090
1784
$275K ﹤0.01%
+4,608
1785
$275K ﹤0.01%
+7,749
1786
$275K ﹤0.01%
+4,198
1787
$274K ﹤0.01%
+11,382
1788
$274K ﹤0.01%
+7,193
1789
$274K ﹤0.01%
+1,984
1790
$273K ﹤0.01%
+1,830
1791
$273K ﹤0.01%
+2,170
1792
$272K ﹤0.01%
+4,120
1793
$272K ﹤0.01%
+7,961
1794
$272K ﹤0.01%
+1,598
1795
$271K ﹤0.01%
+4,632
1796
$271K ﹤0.01%
+4,088
1797
$270K ﹤0.01%
+2,480
1798
$269K ﹤0.01%
+3,424
1799
$269K ﹤0.01%
+5,084
1800
$269K ﹤0.01%
+1,324