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
2001
$198K ﹤0.01%
+10,329
2002
$195K ﹤0.01%
+9,918
2003
$194K ﹤0.01%
+10,313
2004
$194K ﹤0.01%
+11,281
2005
$193K ﹤0.01%
+19,070
2006
$190K ﹤0.01%
+21,363
2007
$190K ﹤0.01%
+18,547
2008
$188K ﹤0.01%
+22,500
2009
$184K ﹤0.01%
+13,179
2010
$184K ﹤0.01%
+20,415
2011
$181K ﹤0.01%
+19,834
2012
$181K ﹤0.01%
+20,965
2013
$181K ﹤0.01%
+10,725
2014
$180K ﹤0.01%
+13,905
2015
$175K ﹤0.01%
+14,331
2016
$174K ﹤0.01%
+35,650
2017
$174K ﹤0.01%
+20,653
2018
$173K ﹤0.01%
+26,859
2019
$172K ﹤0.01%
+21,369
2020
$171K ﹤0.01%
30,445
+19,412
2021
$169K ﹤0.01%
+14,570
2022
$166K ﹤0.01%
+12,867
2023
$166K ﹤0.01%
+14,916
2024
$165K ﹤0.01%
+19,620
2025
$164K ﹤0.01%
+11,868
79 80
81
82 83