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
2076
$106K ﹤0.01%
+11,003
2077
$104K ﹤0.01%
+12,252
2078
$102K ﹤0.01%
+13,305
2079
$102K ﹤0.01%
+49,915
2080
$101K ﹤0.01%
+12,274
2081
$100K ﹤0.01%
+17,149
2082
$100K ﹤0.01%
+11,362
2083
$99.7K ﹤0.01%
+24,490
2084
$96.1K ﹤0.01%
+21,158
2085
$95.8K ﹤0.01%
+11,919
2086
$95.2K ﹤0.01%
+10,990
2087
$94.9K ﹤0.01%
+10,006
2088
$93.6K ﹤0.01%
+10,247
2089
$91.2K ﹤0.01%
+15,714
2090
$91.1K ﹤0.01%
+13,296
2091
$90K ﹤0.01%
+26,243
2092
$89.8K ﹤0.01%
+11,673
2093
$88.9K ﹤0.01%
+12,554
2094
$88.1K ﹤0.01%
+22,542
2095
$88K ﹤0.01%
+26,196
2096
$87.3K ﹤0.01%
+4,110
2097
$87K ﹤0.01%
+19,378
2098
$86.9K ﹤0.01%
+10,340
2099
$85.1K ﹤0.01%
+19,000
2100
$84.2K ﹤0.01%
+32,945
82 83
84
85 86