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
2676
-10,199
2677
-4,064
2678
-310
2679
-3,202
2680
-13,943
2681
-1,144
2682
-2,387
2683
-10,481
2684
-3,094
2685
-1,771
2686
-9,446
2687
0
2688
-6,324
2689
-13,938
2690
-11,362
2691
-25,432
2692
-4,261
2693
-638
2694
-5,422
2695
-138,827
2696
-3,878
2697
-1,800
2698
-7,289
2699
-11,202
2700
-114,430