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
201
$31.6M 0.1%
403,227
+352,309
202
$31.2M 0.1%
+583,184
203
$31.2M 0.1%
141,045
+138,587
204
$31.2M 0.1%
+1,033,679
205
$31.1M 0.1%
710,653
+640,598
206
$31M 0.1%
136,642
+91,638
207
$30.9M 0.1%
336,941
+320,505
208
$30.4M 0.1%
318,419
+313,025
209
$30.4M 0.1%
+357,345
210
$30M 0.1%
+605,154
211
$29.8M 0.1%
+396,952
212
$29.2M 0.1%
+1,749,117
213
$29.2M 0.1%
260,005
+257,312
214
$29.1M 0.1%
+452,134
215
$29M 0.1%
+444,115
216
$28.5M 0.09%
+170,234
217
$27.9M 0.09%
898,315
+584,218
218
$27.8M 0.09%
429,580
+424,490
219
$27.5M 0.09%
+1,543,169
220
$27.4M 0.09%
+208,952
221
$27.1M 0.09%
+521,828
222
$26.8M 0.09%
+793,839
223
$26.6M 0.09%
+449,522
224
$26.5M 0.09%
455,878
+362,065
225
$26M 0.09%
1,731,983
+1,358,263
7 8
9
10 11