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
1876
$239K ﹤0.01%
+10,478
1877
$238K ﹤0.01%
+19,852
1878
$238K ﹤0.01%
+9,142
1879
$238K ﹤0.01%
+4,551
1880
$237K ﹤0.01%
+2,388
1881
$237K ﹤0.01%
+4,109
1882
$237K ﹤0.01%
+5,704
1883
$237K ﹤0.01%
+14,159
1884
$237K ﹤0.01%
+10,502
1885
$236K ﹤0.01%
+7,840
1886
$236K ﹤0.01%
+2,755
1887
$236K ﹤0.01%
+5,560
1888
$236K ﹤0.01%
+8,705
1889
$235K ﹤0.01%
+5,221
1890
$235K ﹤0.01%
+8,376
1891
$235K ﹤0.01%
+3,328
1892
$235K ﹤0.01%
+7,014
1893
$235K ﹤0.01%
+24,529
1894
$234K ﹤0.01%
+3,576
1895
$234K ﹤0.01%
+20,286
1896
$234K ﹤0.01%
+3,156
1897
$234K ﹤0.01%
+514
1898
$234K ﹤0.01%
+1,434
1899
$233K ﹤0.01%
+7,104
1900
$233K ﹤0.01%
+3,115
74 75
76
77 78