Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.83B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$12.4M
3
+$10.2M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$9.57M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.18M

Top Sells

1
+$4.75M
2
+$3.62M
3
+$3.15M
4
HON icon
Honeywell
HON
+$3.04M
5
D icon
Dominion Energy
D
+$2.2M

Sector Composition

1 Technology 1.97%
2 Financials 1.51%
3 Healthcare 1.23%
4 Consumer Discretionary 0.92%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
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