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
2126
$57.3K ﹤0.01%
+11,941
2127
$55.9K ﹤0.01%
+12,375
2128
$55.6K ﹤0.01%
+39,161
2129
$54.4K ﹤0.01%
+34,430
2130
$54.3K ﹤0.01%
+10,222
2131
$54.2K ﹤0.01%
+10,624
2132
$53.3K ﹤0.01%
+10,000
2133
$53.2K ﹤0.01%
+10,504
2134
$53.1K ﹤0.01%
+10,000
2135
$50.3K ﹤0.01%
+21,040
2136
$45.8K ﹤0.01%
+10,960
2137
$43.4K ﹤0.01%
+16,833
2138
$42.6K ﹤0.01%
+1,109
2139
$41.5K ﹤0.01%
+15,500
2140
$38.7K ﹤0.01%
+37,611
2141
$36.6K ﹤0.01%
+30,000
2142
$35.8K ﹤0.01%
+18,639
2143
$35.4K ﹤0.01%
+1,502
2144
$33K ﹤0.01%
+10,553
2145
$31.7K ﹤0.01%
+400
2146
$31.4K ﹤0.01%
+19,613
2147
$31.1K ﹤0.01%
+11,900
2148
$27.7K ﹤0.01%
+123
2149
$27.1K ﹤0.01%
+1,200
2150
$26.6K ﹤0.01%
+11,330