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
1801
$269K ﹤0.01%
+24,193
1802
$269K ﹤0.01%
+1,259
1803
$269K ﹤0.01%
+2,880
1804
$268K ﹤0.01%
+8,280
1805
$267K ﹤0.01%
+1,640
1806
$266K ﹤0.01%
+2,818
1807
$266K ﹤0.01%
+2,702
1808
$265K ﹤0.01%
+11,115
1809
$265K ﹤0.01%
+177
1810
$264K ﹤0.01%
+2,796
1811
$264K ﹤0.01%
+22,072
1812
$264K ﹤0.01%
+5,403
1813
$264K ﹤0.01%
+6,628
1814
$263K ﹤0.01%
+8,244
1815
$263K ﹤0.01%
+12,908
1816
$262K ﹤0.01%
+40,400
1817
$262K ﹤0.01%
+3,267
1818
$262K ﹤0.01%
+8,155
1819
$261K ﹤0.01%
+5,548
1820
$261K ﹤0.01%
+4,778
1821
$260K ﹤0.01%
+1,633
1822
$260K ﹤0.01%
+20,880
1823
$260K ﹤0.01%
+10,431
1824
$259K ﹤0.01%
+9,058
1825
$259K ﹤0.01%
+3,138
71 72
73
74 75