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
1926
$225K ﹤0.01%
+6,874
1927
$224K ﹤0.01%
+78,462
1928
$223K ﹤0.01%
+4,535
1929
$223K ﹤0.01%
+12,009
1930
$223K ﹤0.01%
+7,037
1931
$223K ﹤0.01%
+2,601
1932
$222K ﹤0.01%
+1,547
1933
$222K ﹤0.01%
+1,313
1934
$222K ﹤0.01%
+6,352
1935
$222K ﹤0.01%
+4,675
1936
$222K ﹤0.01%
+4,413
1937
$221K ﹤0.01%
+4,218
1938
$221K ﹤0.01%
+5,809
1939
$220K ﹤0.01%
+6,201
1940
$220K ﹤0.01%
+7,161
1941
$220K ﹤0.01%
+6,574
1942
$219K ﹤0.01%
+4,774
1943
$219K ﹤0.01%
+3,314
1944
$219K ﹤0.01%
+8,631
1945
$218K ﹤0.01%
+3,342
1946
$217K ﹤0.01%
+16,208
1947
$217K ﹤0.01%
+3,731
1948
$216K ﹤0.01%
+6,420
1949
$215K ﹤0.01%
+18,952
1950
$215K ﹤0.01%
+2,734
76 77
78
79 80