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
$6.99B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$27.7M
3
+$24.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$20.9M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$20.1M

Top Sells

1
+$30.8M
2
+$20.5M
3
+$14.1M
4
AMGN icon
Amgen
AMGN
+$13.5M
5
HAP icon
VanEck Natural Resources ETF
HAP
+$11.2M

Sector Composition

1 Technology 1.94%
2 Healthcare 1.16%
3 Financials 0.9%
4 Consumer Staples 0.68%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$775K 0.01%
7,916
+2,081
252
$749K 0.01%
23,270
253
$741K 0.01%
9,623
+2,949
254
$733K 0.01%
35,918
+2,100
255
$719K 0.01%
36,073
+2,065
256
$699K 0.01%
37,505
+3,138
257
$691K 0.01%
14,972
-88,217
258
$675K 0.01%
14,461
+4,721
259
$653K 0.01%
+31,795
260
$647K 0.01%
4,003
+3
261
$642K 0.01%
13,170
+1,850
262
$629K 0.01%
+13,545
263
$621K 0.01%
25,824
-6,444
264
$620K 0.01%
+6,392
265
$612K 0.01%
7,629
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266
$600K 0.01%
18,711
+10,478
267
$595K 0.01%
24,683
+8,490
268
$588K 0.01%
8,458
-47,251
269
$583K 0.01%
+21,620
270
$578K 0.01%
3,257
+162
271
$573K 0.01%
6,723
+680
272
$546K 0.01%
7,360
-142
273
$521K 0.01%
+15,488
274
$521K 0.01%
13,011
+506
275
$517K 0.01%
12,285
+7,731
9 10
11
12 13