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
2151
$25.7K ﹤0.01%
+20,100
2152
$25.7K ﹤0.01%
+21,581
2153
$25.1K ﹤0.01%
+11,844
2154
$23.6K ﹤0.01%
+30,239
2155
$23.4K ﹤0.01%
+323
2156
$22.7K ﹤0.01%
+37,569
2157
$22.6K ﹤0.01%
+15,946
2158
$20.2K ﹤0.01%
+17,134
2159
$20.1K ﹤0.01%
+1,029
2160
$20K ﹤0.01%
+769
2161
$19.5K ﹤0.01%
+13,633
2162
$18.9K ﹤0.01%
+12,087
2163
$17.6K ﹤0.01%
+10,969
2164
$17.4K ﹤0.01%
+1,333
2165
$15.8K ﹤0.01%
+19,014
2166
$15.1K ﹤0.01%
+498
2167
$14.4K ﹤0.01%
+48,125
2168
$14.2K ﹤0.01%
+10,100
2169
$12.7K ﹤0.01%
+1,006
2170
$12.5K ﹤0.01%
1,982
2171
$12.4K ﹤0.01%
+10,489
2172
$12.3K ﹤0.01%
310
+4
2173
$11.1K ﹤0.01%
1,894
+272
2174
$11.1K ﹤0.01%
+6
2175
$10.4K ﹤0.01%
+66,207