Wealth Enhancement Advisory Services Portfolio holdings
AUM
$60.4B
1-Year Return
15.61%
This Quarter Return
+4.76%
1 Year Return
+15.61%
3 Year Return
+48.2%
5 Year Return
+69.03%
10 Year Return
+118.46%
AUM
$5.51B
AUM Growth
+$1.08B
(+24%)
Cap. Flow
+$883M
Cap. Flow
% of AUM
16.04%
Top 10 Holdings %
Top 10 Hldgs %
54.64%
Holding
259
New
45
Increased
179
Reduced
30
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$110M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$92.7M |
| 3 |
Schwab International Equity ETF
SCHF
|
$63.4M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$63.2M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$49.3M |
Top Sells
Sector Composition
| 1 | Technology | 2.1% |
| 2 | Healthcare | 1.07% |
| 3 | Financials | 0.92% |
| 4 | Consumer Discretionary | 0.83% |
| 5 | Industrials | 0.7% |
