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
$6.97B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$80.2M
2
+$38.5M
3
+$28.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$23.6M

Top Sells

1
+$16M
2
+$14.5M
3
+$14.1M
4
SPGI icon
S&P Global
SPGI
+$11.6M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$10.2M

Sector Composition

1 Technology 2.22%
2 Healthcare 1.19%
3 Financials 0.85%
4 Consumer Discretionary 0.68%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$523K 0.01%
20,008
+778
252
$518K 0.01%
10,734
-3,630
253
$517K 0.01%
5,127
-338
254
$504K 0.01%
2,480
+216
255
$457K 0.01%
9,000
256
$414K 0.01%
8,103
-131
257
$406K 0.01%
2,980
+1,520
258
$402K 0.01%
+10,719
259
$396K 0.01%
5,236
-102
260
$395K 0.01%
5,166
-302
261
$389K 0.01%
3,658
+1,100
262
$372K 0.01%
9,583
+846
263
$348K 0.01%
6,308
+689
264
$332K ﹤0.01%
7,150
-32,836
265
$327K ﹤0.01%
657
+172
266
$327K ﹤0.01%
+9,083
267
$325K ﹤0.01%
3,079
+1,039
268
$319K ﹤0.01%
2,238
-465
269
$316K ﹤0.01%
+10,476
270
$316K ﹤0.01%
+6,295
271
$313K ﹤0.01%
7,880
+671
272
$306K ﹤0.01%
13,910
+179
273
$301K ﹤0.01%
6,768
+113
274
$294K ﹤0.01%
11,672
+2,510
275
$292K ﹤0.01%
2,475
-19
9 10
11
12 13