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
$3.48B
AUM Growth
+$678M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$49.9M
3
+$35.6M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$31.5M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$26.3M

Top Sells

1
+$16.1M
2
+$14M
3
+$14M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$12.2M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$8.29M

Sector Composition

1 Technology 2.24%
2 Healthcare 1.29%
3 Financials 1.1%
4 Industrials 0.93%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
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