Wealth Enhancement Advisory Services Portfolio holdings
AUM
$60.4B
This Quarter Return
-3.33%
1 Year Return
+15.61%
3 Year Return
+48.2%
5 Year Return
+69.03%
10 Year Return
+118.46%
AUM
$30.4B
AUM Growth
+$21.1B
(+228%)
Cap. Flow
+$21.4B
Cap. Flow
% of AUM
70.54%
Top 10 Holdings %
Top 10 Hldgs %
23.87%
Holding
2,194
New
1,681
Increased
484
Reduced
18
Closed
4
Top Buys
| 1 |
Apple
AAPL
|
$851M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$605M |
| 3 |
Microsoft
MSFT
|
$577M |
| 4 |
Amazon
AMZN
|
$285M |
| 5 |
NVIDIA
NVDA
|
$234M |
Top Sells
| 1 |
CF Industries
CF
|
$2.64M |
| 2 |
Amphenol
APH
|
$2.36M |
| 3 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
$1.81M |
| 4 |
VeriSign
VRSN
|
$1.71M |
| 5 |
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% |
