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
1826
$258K ﹤0.01%
+2,561
1827
$258K ﹤0.01%
+9,828
1828
$258K ﹤0.01%
+3,116
1829
$258K ﹤0.01%
+11,983
1830
$257K ﹤0.01%
+4,888
1831
$256K ﹤0.01%
+3,887
1832
$255K ﹤0.01%
+2,305
1833
$255K ﹤0.01%
+5,762
1834
$254K ﹤0.01%
+10,973
1835
$254K ﹤0.01%
+47,450
1836
$254K ﹤0.01%
+1,276
1837
$253K ﹤0.01%
4,862
+862
1838
$253K ﹤0.01%
+4,668
1839
$253K ﹤0.01%
+3,915
1840
$253K ﹤0.01%
+9,521
1841
$252K ﹤0.01%
+24,595
1842
$251K ﹤0.01%
+19,236
1843
$251K ﹤0.01%
+20,731
1844
$251K ﹤0.01%
+4,491
1845
$251K ﹤0.01%
+2,595
1846
$250K ﹤0.01%
+116,251
1847
$249K ﹤0.01%
+16,921
1848
$249K ﹤0.01%
+21,326
1849
$249K ﹤0.01%
+3,122
1850
$249K ﹤0.01%
+12,743
72 73
74
75 76