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
$38.7B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,478
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$404M
3
+$391M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$243M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$203M

Top Sells

1
+$421M
2
+$411M
3
+$287M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$204M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$164M

Sector Composition

1 Technology 11.27%
2 Financials 5.7%
3 Healthcare 4.76%
4 Industrials 4.26%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.3M 0.09%
244,760
+8,183
227
$33.3M 0.09%
793,595
+54,635
228
$33.2M 0.09%
662,996
+658,381
229
$33.2M 0.09%
565,264
+4,433
230
$33.1M 0.09%
924,874
-79,532
231
$33.1M 0.09%
1,027,089
+19,006
232
$32.9M 0.09%
159,828
+1,467
233
$32.8M 0.08%
158,993
-15,257
234
$32.7M 0.08%
89,183
-945
235
$32.6M 0.08%
138,068
+9,432
236
$32.2M 0.08%
122,480
-241
237
$32M 0.08%
369,605
+80,296
238
$31.9M 0.08%
77,781
+24,171
239
$31.9M 0.08%
639,166
+97,535
240
$31.8M 0.08%
1,564,554
-21,258
241
$31.8M 0.08%
857,134
-5,407
242
$31.7M 0.08%
433,721
-6,374
243
$31.6M 0.08%
248,009
+1,243
244
$31.5M 0.08%
317,130
+201,979
245
$31.5M 0.08%
542,452
-10,009
246
$30.5M 0.08%
132,728
+965
247
$29.8M 0.08%
119,258
+14,545
248
$29.4M 0.08%
878,226
-2,089
249
$29M 0.08%
332,687
+14,524
250
$29M 0.08%
29,863
+1,297
8 9
10
11 12