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
176
$36M 0.12%
+672,885
177
$35.9M 0.12%
760,336
+544,608
178
$35.8M 0.12%
+472,587
179
$35.8M 0.12%
1,370,342
+608,990
180
$35.7M 0.12%
+722,992
181
$35.5M 0.12%
158,254
+156,696
182
$35.4M 0.12%
261,021
+256,378
183
$35.3M 0.12%
+706,483
184
$35.2M 0.12%
+638,532
185
$35M 0.12%
503,737
+499,531
186
$34.2M 0.11%
333,723
+211,985
187
$34M 0.11%
767,778
+739,600
188
$33.7M 0.11%
330,376
+223,295
189
$33.7M 0.11%
123,436
+114,799
190
$33.6M 0.11%
326,454
+308,145
191
$33.5M 0.11%
238,777
+102,276
192
$33.1M 0.11%
+655,455
193
$33M 0.11%
661,760
+629,555
194
$33M 0.11%
232,780
+200,873
195
$32.9M 0.11%
998,591
+956,071
196
$32.5M 0.11%
967,094
+389,963
197
$32.4M 0.11%
1,434,549
+856,079
198
$32.1M 0.11%
786,067
+748,756
199
$31.9M 0.1%
+98,548
200
$31.9M 0.1%
259,627
+254,058
6 7
8
9 10