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
1951
$215K ﹤0.01%
+10,487
1952
$215K ﹤0.01%
+20,570
1953
$215K ﹤0.01%
+7,087
1954
$215K ﹤0.01%
+2,138
1955
$215K ﹤0.01%
+3,162
1956
$214K ﹤0.01%
+4,989
1957
$213K ﹤0.01%
+2,173
1958
$213K ﹤0.01%
+7,070
1959
$213K ﹤0.01%
+4,577
1960
$212K ﹤0.01%
+5,566
1961
$212K ﹤0.01%
+1,256
1962
$212K ﹤0.01%
+1,370
1963
$211K ﹤0.01%
+8,189
1964
$210K ﹤0.01%
+5,565
1965
$210K ﹤0.01%
+2,000
1966
$210K ﹤0.01%
+18,497
1967
$209K ﹤0.01%
+1,268
1968
$209K ﹤0.01%
+7,771
1969
$209K ﹤0.01%
+2,823
1970
$209K ﹤0.01%
+2,203
1971
$209K ﹤0.01%
+3,740
1972
$208K ﹤0.01%
+1,838
1973
$207K ﹤0.01%
+5,865
1974
$207K ﹤0.01%
+10,467
1975
$206K ﹤0.01%
+1,144
77 78
79
80 81