Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27B
AUM Growth
+$499M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$31.7M
3
+$30.1M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$25.9M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$25.2M

Top Sells

1
+$5.08M
2
+$3.87M
3
+$3.07M
4
J icon
Jacobs Solutions
J
+$2.93M
5
ECL icon
Ecolab
ECL
+$2.77M

Sector Composition

1 Technology 2.34%
2 Financials 1.28%
3 Healthcare 1.24%
4 Consumer Discretionary 0.96%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
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