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
2026
$163K ﹤0.01%
+19,179
2027
$161K ﹤0.01%
+11,457
2028
$159K ﹤0.01%
+13,285
2029
$158K ﹤0.01%
+13,055
2030
$157K ﹤0.01%
+14,267
2031
$156K ﹤0.01%
+19,919
2032
$155K ﹤0.01%
+33,947
2033
$152K ﹤0.01%
+41,073
2034
$151K ﹤0.01%
+11,437
2035
$148K ﹤0.01%
+25,282
2036
$148K ﹤0.01%
+25,375
2037
$147K ﹤0.01%
+23,863
2038
$146K ﹤0.01%
+16,897
2039
$144K ﹤0.01%
+2,060
2040
$144K ﹤0.01%
+20,763
2041
$142K ﹤0.01%
+14,225
2042
$141K ﹤0.01%
+8,622
2043
$141K ﹤0.01%
+29,145
2044
$141K ﹤0.01%
+27,272
2045
$139K ﹤0.01%
+11,350
2046
$138K ﹤0.01%
+2,018
2047
$136K ﹤0.01%
+26,499
2048
$136K ﹤0.01%
+11,058
2049
$136K ﹤0.01%
+17,168
2050
$135K ﹤0.01%
+28,665
80 81
82
83 84