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
2176
$10.2K ﹤0.01%
+2,133
2177
$9.86K ﹤0.01%
+10,487
2178
$8.3K ﹤0.01%
+11,006
2179
$7.14K ﹤0.01%
+14,285
2180
$5.88K ﹤0.01%
+13,675
2181
$4.5K ﹤0.01%
+67
2182
$4.35K ﹤0.01%
+30,000
2183
$4.25K ﹤0.01%
+23,610
2184
$3.83K ﹤0.01%
+63
2185
$2.63K ﹤0.01%
+87
2186
$1.54K ﹤0.01%
+10,000
2187
$107 ﹤0.01%
+28,916
2188
– –
-4,453
2189
– –
-3,610
2190
– –
-7,770
2191
– –
-24,361
84 85 86 87
88