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
$4.42B
AUM Growth
+$608M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$23.7M
3
+$15.6M
4
MSFT icon
Microsoft
MSFT
+$11.3M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$11M

Top Sells

1
+$5.68M
2
+$5.28M
3
+$4.65M
4
CRM icon
Salesforce
CRM
+$4.01M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.9M

Sector Composition

1 Technology 2.3%
2 Healthcare 1.28%
3 Financials 0.96%
4 Consumer Discretionary 0.9%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-83,026
252
– –
-78,322
253
– –
-11,241
254
– –
-22,294
255
– –
-14,136
7 8 9 10
11