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
1851
$248K ﹤0.01%
+8,354
1852
$248K ﹤0.01%
+17,086
1853
$248K ﹤0.01%
+8,907
1854
$247K ﹤0.01%
+27,051
1855
$247K ﹤0.01%
+10,119
1856
$246K ﹤0.01%
+3,673
1857
$246K ﹤0.01%
+10,050
1858
$245K ﹤0.01%
+11,558
1859
$244K ﹤0.01%
+10,743
1860
$244K ﹤0.01%
+27,134
1861
$244K ﹤0.01%
+7,258
1862
$244K ﹤0.01%
+4,272
1863
$243K ﹤0.01%
+5,825
1864
$243K ﹤0.01%
+8,242
1865
$242K ﹤0.01%
+3,446
1866
$242K ﹤0.01%
+5,248
1867
$242K ﹤0.01%
+10,573
1868
$241K ﹤0.01%
+10,828
1869
$241K ﹤0.01%
+6,421
1870
$241K ﹤0.01%
+1,178
1871
$240K ﹤0.01%
+6,725
1872
$240K ﹤0.01%
+1,435
1873
$240K ﹤0.01%
+3,000
1874
$240K ﹤0.01%
+2,939
1875
$239K ﹤0.01%
+19,594