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
$38.7B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,478
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$404M
3
+$391M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$243M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$203M

Top Sells

1
+$421M
2
+$411M
3
+$287M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$204M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$164M

Sector Composition

1 Technology 11.27%
2 Financials 5.7%
3 Healthcare 4.76%
4 Industrials 4.26%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28.4M 0.07%
380,911
-31,395
252
$28.4M 0.07%
115,384
+2,929
253
$28.3M 0.07%
421,727
-13,443
254
$28.1M 0.07%
740,327
-10,157
255
$28M 0.07%
262,735
+245,041
256
$28M 0.07%
754,220
-21,573
257
$27.9M 0.07%
480,438
-5,118
258
$27.9M 0.07%
517,753
-170,069
259
$27.6M 0.07%
263,522
+3,084
260
$27.2M 0.07%
51,900
+8,707
261
$27.2M 0.07%
246,489
+9,220
262
$26.8M 0.07%
823,845
+44,104
263
$26.6M 0.07%
74,347
-3,304
264
$26.6M 0.07%
149,982
+5,309
265
$26.6M 0.07%
910,198
+28,767
266
$26.5M 0.07%
616,678
+183,882
267
$26.5M 0.07%
295,427
+4,734
268
$26.5M 0.07%
390,124
+8,201
269
$26.4M 0.07%
91,105
+33,797
270
$26.4M 0.07%
205,698
+98,007
271
$26.4M 0.07%
536,382
+150,019
272
$26.3M 0.07%
110,296
-1,463
273
$26M 0.07%
1,053,779
+380,912
274
$25.9M 0.07%
910,948
-38,438
275
$25.9M 0.07%
714,965
+36,085
9 10
11
12 13