Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $52.3B
AUM
$52.3B
AUM Growth
+$75.9M
Cap. Flow
+$1.28B
Cap. Flow %
2.44%
Top 10 Hldgs %
23.14%
Holding
3,156
New
280
Increased
1,557
Reduced
1,033
Closed
222

Top Buys

1
$526M
2
$314M
3
$114M
4
$113M
5
$92.5M

Top Sells

1
$333M
2
$175M
3
$149M
4
$123M
5
$97.5M

Sector Composition

1Technology11.44%
2Financials6.64%
3Healthcare4.39%
4Industrials4.34%
5Consumer Discretionary3.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$106K0%11,548 New
+$106K
$105K0%11,641 New
+$105K
$105K0%10,054 New
+$105K
$104K0%40,638 New
+$104K
$103K0%26,296
-5,871
-18%
-$23.1K
$102K0%27,319
+8,972
+49%
+$33.5K
$101K0%10,358
-632
-6%
-$6.16K
$98.8K0%13,858 New
+$98.8K
$98.5K0%19,573
+220
+1%
+$1.11K
$98K0%13,789 New
+$98K
$98K0%19,027
+8,460
+80%
+$43.6K
$97.9K0%23,592
+7,389
+46%
+$30.7K
$97.8K0%21,921
-10,143
-32%
-$45.2K
$97.4K0%10,846 New
+$97.4K
$96.2K0%11,078
-3,663
-25%
-$31.8K
$95.7K0%12,520
+468
+4%
+$3.58K
$94.9K0%82,559 New
+$94.9K
$94.5K0%42,388
-12,469
-23%
-$27.8K
$93.3K0%23,914
-4,536
-16%
-$17.7K
$93K0%68,869
+4,429
+7%
+$5.98K
$92.9K0%10,537 New
+$92.9K
$92.5K0%10,000 New
+$92.5K
$92K0%12,233 New
+$92K
$91.4K0%10,341
+1
+0%
+$9
$91.4K0%27,451
+8,713
+47%
+$29K
1 108109110111112126