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
1976
$206K ﹤0.01%
+12,603
1977
$205K ﹤0.01%
+19,809
1978
$205K ﹤0.01%
+10,698
1979
$205K ﹤0.01%
+14,083
1980
$205K ﹤0.01%
+60,852
1981
$205K ﹤0.01%
+3,962
1982
$205K ﹤0.01%
+5,520
1983
$204K ﹤0.01%
+2,235
1984
$204K ﹤0.01%
+4,237
1985
$204K ﹤0.01%
+82,033
1986
$204K ﹤0.01%
+3,148
1987
$204K ﹤0.01%
+2,934
1988
$203K ﹤0.01%
+6,643
1989
$203K ﹤0.01%
+5,289
1990
$202K ﹤0.01%
+4,678
1991
$202K ﹤0.01%
+687
1992
$202K ﹤0.01%
+3,028
1993
$202K ﹤0.01%
+5,254
1994
$201K ﹤0.01%
+3,625
1995
$201K ﹤0.01%
+8,932
1996
$201K ﹤0.01%
+8,336
1997
$200K ﹤0.01%
+19,540
1998
$200K ﹤0.01%
+42,003
1999
$200K ﹤0.01%
+28,100
2000
$198K ﹤0.01%
+31,028
78 79
80
81 82