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
$2.48B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13.6M
3
+$12.1M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$9.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.37M

Top Sells

1
+$3.9M
2
+$3.6M
3
+$3.17M
4
MMM icon
3M
MMM
+$2.81M
5
DTE icon
DTE Energy
DTE
+$2.65M

Sector Composition

1 Technology 1.85%
2 Financials 1.22%
3 Consumer Discretionary 1%
4 Healthcare 0.99%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-883
252
– –
-9,445
7 8 9 10
11