Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $52.3B
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.28B
Cap. Flow %
2.44%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222

Top Buys

1
$526M
2
$314M
3
$114M
4
$113M
5
$92.5M

Top Sells

1
$333M
2
$175M
3
$149M
4
$123M
5
$97.5M

Sector Composition

1Technology11.44%
2Financials6.64%
3Healthcare4.39%
4Industrials4.34%
5Consumer Discretionary3.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$156K0%15,189 New
+$156K
$155K0%17,792
+677
+4%
+$5.9K
$155K0%29,904
-26,512
-47%
-$137K
$154K0%11,820
-5,306
-31%
-$69.3K
$153K0%21,635
+1,181
+6%
+$8.37K
$153K0%37,283
+11,345
+44%
+$46.5K
$152K0%28,302
+5,549
+24%
+$29.9K
$151K0%21,095 New
+$151K
$151K0%11,174 ––
$151K0%94,665
+3,304
+4%
+$5.25K
$150K0%117,757
+8,340
+8%
+$10.6K
$149K0%10,890
-631
-5%
-$8.61K
$148K0%31,832
-4,322
-12%
-$20.1K
$148K0%10,955
-147
-1%
-$1.99K
$148K0%18,181
+2,564
+16%
+$20.9K
$146K0%19,845
-1,568
-7%
-$11.5K
$143K0%26,948 New
+$143K
$143K0%10,486 New
+$143K
$143K0%16,838
+209
+1%
+$1.77K
$142K0%14,905
-9,831
-40%
-$93.6K
$140K0%15,152 ––
$140K0%28,678
-16,197
-36%
-$79.2K
$140K0%16,000
+301
+2%
+$2.64K
$140K0%10,333 New
+$140K
$139K0%21,133 New
+$139K
1 105106107108109126