Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.5B
AUM Growth
+$4.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,765
New
Increased
Reduced
Closed

Top Sells

1 +$97.5M
2 +$70.8M
3 +$40.9M
4
NVDA icon
NVIDIA
NVDA
+$32.7M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$26M

Sector Composition

1 Technology 11.86%
2 Financials 5.76%
3 Healthcare 4.5%
4 Industrials 4.06%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
-22,044
2627
-32,455
2628
-14,202
2629
-5,252
2630
-17,574
2631
-4,625
2632
-2,494
2633
-3,621
2634
-17,735
2635
-7,862
2636
-13,677
2637
-5,239
2638
-25,814
2639
-6,701
2640
-21,596
2641
-22,653
2642
-2,226
2643
-11,992
2644
-16,701
2645
-8,915
2646
-833
2647
-23,039
2648
-3,802
2649
-2,573
2650
-2,607