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
2051
$135K ﹤0.01%
+10,697
2052
$134K ﹤0.01%
+2,391
2053
$132K ﹤0.01%
+20,388
2054
$130K ﹤0.01%
+11,174
2055
$128K ﹤0.01%
+45,155
2056
$127K ﹤0.01%
+23,299
2057
$127K ﹤0.01%
+19,720
2058
$126K ﹤0.01%
+13,441
2059
$124K ﹤0.01%
+38,044
2060
$124K ﹤0.01%
+14,992
2061
$123K ﹤0.01%
+11,376
2062
$123K ﹤0.01%
+13,500
2063
$122K ﹤0.01%
+15,052
2064
$120K ﹤0.01%
+11,982
2065
$119K ﹤0.01%
+11,340
2066
$119K ﹤0.01%
+65,146
2067
$117K ﹤0.01%
+14,038
2068
$117K ﹤0.01%
+11,260
2069
$117K ﹤0.01%
+15,314
2070
$116K ﹤0.01%
+23,170
2071
$114K ﹤0.01%
+10,430
2072
$112K ﹤0.01%
+12,428
2073
$110K ﹤0.01%
+10,045
2074
$108K ﹤0.01%
+14,349
2075
$107K ﹤0.01%
+17,722
81 82
83
84 85