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
2651
$206K ﹤0.01%
+5,273
2652
$204K ﹤0.01%
14,069
-792
2653
$204K ﹤0.01%
+9,191
2654
$204K ﹤0.01%
+6,316
2655
$204K ﹤0.01%
7,327
-481
2656
$204K ﹤0.01%
+7,527
2657
$203K ﹤0.01%
4,112
-247
2658
$203K ﹤0.01%
+2,287
2659
$203K ﹤0.01%
+3,794
2660
$203K ﹤0.01%
10,747
+369
2661
$202K ﹤0.01%
+4,414
2662
$202K ﹤0.01%
+2,789
2663
$201K ﹤0.01%
6,636
+682
2664
$201K ﹤0.01%
+1,276
2665
$201K ﹤0.01%
+4,389
2666
$201K ﹤0.01%
+3,941
2667
$200K ﹤0.01%
+2,620
2668
$200K ﹤0.01%
+14,574
2669
$200K ﹤0.01%
15,617
-588
2670
$199K ﹤0.01%
13,919
+466
2671
$193K ﹤0.01%
27,705
+450
2672
$192K ﹤0.01%
16,293
+4,612
2673
$192K ﹤0.01%
12,227
-52
2674
$191K ﹤0.01%
11,786
+408
2675
$190K ﹤0.01%
10,454
-617
105 106
107
108 109