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
$6.2B
AUM Growth
+$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$49.1M
3
+$25.5M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$20.8M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$18.3M

Top Sells

1
+$11.2M
2
+$10.5M
3
+$9.83M
4
EPAM icon
EPAM Systems
EPAM
+$7.95M
5
ZTS icon
Zoetis
ZTS
+$6.89M

Sector Composition

1 Technology 2.22%
2 Healthcare 0.91%
3 Financials 0.82%
4 Consumer Discretionary 0.77%
5 Consumer Staples 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$607K 0.01%
12,542
+667
227
$591K 0.01%
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9,489
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231
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232
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233
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234
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235
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237
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238
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239
$460K 0.01%
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240
$455K 0.01%
3,074
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241
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245
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$351K 0.01%
6,530
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$340K 0.01%
2,606
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249
$305K ﹤0.01%
6,649
+245
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$303K ﹤0.01%
13,711
+564
8 9
10
11 12