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
2626
$212K ﹤0.01%
+6,003
2627
$212K ﹤0.01%
+11,795
2628
$212K ﹤0.01%
8,227
+376
2629
$211K ﹤0.01%
+1,467
2630
$211K ﹤0.01%
15,127
+836
2631
$211K ﹤0.01%
+7,338
2632
$210K ﹤0.01%
+1,787
2633
$210K ﹤0.01%
+2,552
2634
$210K ﹤0.01%
+9,813
2635
$210K ﹤0.01%
+13,577
2636
$210K ﹤0.01%
+680
2637
$209K ﹤0.01%
9,531
+1,080
2638
$209K ﹤0.01%
+14,130
2639
$209K ﹤0.01%
+2,418
2640
$209K ﹤0.01%
+5,258
2641
$208K ﹤0.01%
+1,570
2642
$207K ﹤0.01%
+14,799
2643
$207K ﹤0.01%
+11,548
2644
$207K ﹤0.01%
4,048
-500
2645
$207K ﹤0.01%
+4,650
2646
$207K ﹤0.01%
+9,657
2647
$206K ﹤0.01%
+1,191
2648
$206K ﹤0.01%
+4,626
2649
$206K ﹤0.01%
14,284
+1,344
2650
$206K ﹤0.01%
+13,026
104 105
106
107 108