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
$52.2B
AUM Growth
+$5.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,012
New
Increased
Reduced
Closed

Top Buys

1
+$454M
2
+$225M
3
+$221M
4
AAPL icon
Apple
AAPL
+$219M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$201M

Top Sells

1
+$327M
2
+$189M
3
+$70.1M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$55.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$33.9M

Sector Composition

1 Technology 12.59%
2 Financials 6.3%
3 Consumer Discretionary 4.55%
4 Healthcare 4.26%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$260K ﹤0.01%
30,261
+383
2477
$260K ﹤0.01%
8,116
-277
2478
$260K ﹤0.01%
6,782
+197
2479
$259K ﹤0.01%
14,319
+2,376
2480
$259K ﹤0.01%
+9,501
2481
$259K ﹤0.01%
+3,631
2482
$258K ﹤0.01%
5,075
-526
2483
$258K ﹤0.01%
3,087
+166
2484
$258K ﹤0.01%
2,368
+123
2485
$258K ﹤0.01%
10,323
+1,184
2486
$257K ﹤0.01%
6,420
2487
$257K ﹤0.01%
+3,319
2488
$256K ﹤0.01%
4,983
+592
2489
$256K ﹤0.01%
1,299
+269
2490
$255K ﹤0.01%
+16,610
2491
$254K ﹤0.01%
+6,804
2492
$254K ﹤0.01%
44,875
-41,497
2493
$253K ﹤0.01%
6,788
+465
2494
$253K ﹤0.01%
+5,048
2495
$251K ﹤0.01%
31,045
-21,139
2496
$251K ﹤0.01%
+9,086
2497
$251K ﹤0.01%
10,850
+348
2498
$251K ﹤0.01%
+6,039
2499
$251K ﹤0.01%
+10,458
2500
$251K ﹤0.01%
5,325
+739
98 99
100
101 102