Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $45.5B
1-Year Est. Return 21.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.01%
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 4.07%
5 Consumer Discretionary 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
-2,573
2652
-2,607
2653
-18,125
2654
-7,035
2655
-12,081
2656
-5,643
2657
-9,598
2658
-10,000
2659
-15,230
2660
-10,128
2661
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2662
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2663
-1,771
2664
-3,024
2665
-12,461
2666
0
2667
-1,711
2668
-8,763
2669
-13,893
2670
-4,292
2671
-14,202
2672
-17,009
2673
-18,008
2674
-10,630
2675
-1,652