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
2101
$83.6K ﹤0.01%
+13,350
2102
$82.7K ﹤0.01%
+12,437
2103
$81.3K ﹤0.01%
+12,737
2104
$81.2K ﹤0.01%
+47,750
2105
$81.2K ﹤0.01%
+10,221
2106
$80.3K ﹤0.01%
+17,638
2107
$77.5K ﹤0.01%
+10,403
2108
$76.9K ﹤0.01%
+18,659
2109
$76.7K ﹤0.01%
+27,600
2110
$76.4K ﹤0.01%
+11,400
2111
$72.9K ﹤0.01%
+34,208
2112
$71.8K ﹤0.01%
+634
2113
$71.2K ﹤0.01%
+10,875
2114
$68.6K ﹤0.01%
+1,566
2115
$68.3K ﹤0.01%
+63,246
2116
$67.5K ﹤0.01%
+10,662
2117
$67.1K ﹤0.01%
+10,330
2118
$66.4K ﹤0.01%
+24,872
2119
$64.2K ﹤0.01%
+18,785
2120
$62.6K ﹤0.01%
+32,082
2121
$61.8K ﹤0.01%
+13,486
2122
$61.3K ﹤0.01%
+76,833
2123
$60.3K ﹤0.01%
+30,151
2124
$58K ﹤0.01%
+14,436
2125
$57.8K ﹤0.01%
+14,000
83 84
85
86 87