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
1901
$233K ﹤0.01%
+1,685
1902
$233K ﹤0.01%
+2,256
1903
$232K ﹤0.01%
+7,864
1904
$232K ﹤0.01%
+4,587
1905
$232K ﹤0.01%
+701
1906
$232K ﹤0.01%
+6,261
1907
$231K ﹤0.01%
+5,660
1908
$230K ﹤0.01%
+4,636
1909
$230K ﹤0.01%
+10,225
1910
$229K ﹤0.01%
+15,047
1911
$229K ﹤0.01%
+11,968
1912
$229K ﹤0.01%
+5,025
1913
$229K ﹤0.01%
+13,742
1914
$228K ﹤0.01%
+11,506
1915
$228K ﹤0.01%
+4,306
1916
$228K ﹤0.01%
+2,355
1917
$228K ﹤0.01%
+9,778
1918
$228K ﹤0.01%
+11,422
1919
$227K ﹤0.01%
+9,239
1920
$227K ﹤0.01%
+5,263
1921
$227K ﹤0.01%
+8,125
1922
$226K ﹤0.01%
+15,635
1923
$225K ﹤0.01%
+4,122
1924
$225K ﹤0.01%
10,407
-19,697
1925
$225K ﹤0.01%
+13,319
75 76
77
78 79