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
$7.77B
AUM Growth
+$785M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$92.9M
3
+$31.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$22M

Top Sells

1
+$95.5M
2
+$34.1M
3
+$33.9M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$23.3M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20M

Sector Composition

1 Technology 1.76%
2 Healthcare 1.04%
3 Financials 0.88%
4 Consumer Discretionary 0.77%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$975K 0.01%
+10,094
227
$967K 0.01%
4,152
-7,435
228
$967K 0.01%
+6,868
229
$945K 0.01%
25,941
+2,671
230
$942K 0.01%
10,925
+1,302
231
$934K 0.01%
50,181
+78
232
$928K 0.01%
3,549
+292
233
$926K 0.01%
+3,784
234
$906K 0.01%
+10,680
235
$892K 0.01%
14,229
-4,643
236
$887K 0.01%
16,863
+2,402
237
$863K 0.01%
2,661
-18,770
238
$860K 0.01%
8,811
+895
239
$858K 0.01%
15,538
240
$839K 0.01%
+32,262
241
$822K 0.01%
10,298
+1,840
242
$807K 0.01%
5,803
-48,888
243
$787K 0.01%
13,246
+4,454
244
$775K 0.01%
16,605
-2,018
245
$767K 0.01%
15,949
+977
246
$757K 0.01%
8,249
+620
247
$753K 0.01%
+9,755
248
$737K 0.01%
13,538
+368
249
$730K 0.01%
15,520
-18,371
250
$722K 0.01%
+16,122
8 9
10
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