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
$5.51B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$92.7M
3
+$63.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$63.2M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$49.3M

Top Sells

1
+$12.3M
2
+$8M
3
+$6.3M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$3.82M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.38M

Sector Composition

1 Technology 2.1%
2 Healthcare 1.07%
3 Financials 0.92%
4 Consumer Discretionary 0.83%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$254K ﹤0.01%
2,987
-112
252
$253K ﹤0.01%
+3,662
253
$245K ﹤0.01%
+5,355
254
$232K ﹤0.01%
4,159
+38
255
$220K ﹤0.01%
1,160
+1
256
$216K ﹤0.01%
+1,863
257
$216K ﹤0.01%
+3,941
258
$138K ﹤0.01%
+33,150
259
– –
0
7 8 9 10
11