Wealth Enhancement Advisory Services Portfolio holdings
AUM
$60.4B
1-Year Return
15.61%
This Quarter Return
-18.33%
1 Year Return
+15.61%
3 Year Return
+48.2%
5 Year Return
+69.03%
10 Year Return
+118.46%
AUM
$2.8B
AUM Growth
-$30.9M
(-1.1%)
Cap. Flow
+$339M
Cap. Flow
% of AUM
12.11%
Top 10 Holdings %
Top 10 Hldgs %
55.72%
Holding
283
New
77
Increased
68
Reduced
65
Closed
71
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$208M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$185M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$73.9M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$37.3M |
| 5 |
Schwab International Equity ETF
SCHF
|
$35.1M |
Top Sells
Sector Composition
| 1 | Technology | 2.51% |
| 2 | Healthcare | 1.43% |
| 3 | Financials | 1.11% |
| 4 | Consumer Discretionary | 0.95% |
| 5 | Industrials | 0.75% |
