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
$91.1K0%14,390 New
+$91.1K
$90.9K0%13,649
+3,521
+35%
+$23.5K
$90.9K0%15,271
+47
+0.3%
+$280
$90.5K0%15,437
+528
+4%
+$3.09K
$89.8K0%33,064 New
+$89.8K
$88.7K0%12,975 New
+$88.7K
$88.5K0%11,154 New
+$88.5K
$88.3K0%18,552
+2,551
+16%
+$12.1K
$87.3K0%11,746 New
+$87.3K
$86.4K0%10,751 New
+$86.4K
$86.1K0%11,096
-1,918
-15%
-$14.9K
$85.6K0%32,184 New
+$85.6K
$85K0%17,384 New
+$85K
$84.8K0%11,287
-24,149
-68%
-$181K
$84.4K0%10,821 New
+$84.4K
$84.3K0%10,231
+36
+0.4%
+$297
$83.5K0%17,757
+6,513
+58%
+$30.6K
$83.2K0%18,215 New
+$83.2K
$82.5K0%10,304 New
+$82.5K
$82.4K0%12,603 New
+$82.4K
$80K0%37,917
+16,903
+80%
+$35.7K
$79.3K0%28,224
-2,216
-7%
-$6.23K
$79.3K0%12,853 New
+$79.3K
$79.2K0%13,538
-12
-0.1%
-$70
$79K0%77,455
+65,143
+529%
+$66.4K
1 109110111112113126