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
$123K0%15,861
-183
-1%
-$1.42K
$123K0%12,446 New
+$123K
$123K0%17,172 New
+$123K
$122K0%41,300
+5,829
+16%
+$17.2K
$122K0%15,500 New
+$122K
$121K0%10,445
-2,584
-20%
-$30K
$120K0%10,569 New
+$120K
$119K0%23,702
-1,132
-5%
-$5.71K
$119K0%15,801 New
+$119K
$118K0%28,468
-2,555
-8%
-$10.6K
$118K0%14,070
+322
+2%
+$2.7K
$118K0%16,260 New
+$118K
$116K0%15,234 New
+$116K
$115K0%16,546
+2,552
+18%
+$17.8K
$114K0%11,550 New
+$114K
$114K0%20,170 ––
$113K0%11,442
-86
-0.8%
-$851
$112K0%10,366 New
+$112K
$112K0%10,689 New
+$112K
$112K0%17,885
-150
-0.8%
-$938
$111K0%10,572 New
+$111K
$111K0%23,196
+11,688
+102%
+$55.9K
$109K0%179,648 New
+$109K
$107K0%10,515 New
+$107K
$106K0%15,811 New
+$106K
1 107108109110111126