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
$78.6K0%11,924
-120
-1%
-$791
$78.4K0%18,061
+7,546
+72%
+$32.7K
$78.4K0%35,616
+482
+1%
+$1.06K
$77.5K0%11,962 New
+$77.5K
$77.4K0%13,778 New
+$77.4K
$75.7K0%12,012
-727
-6%
-$4.58K
$73.4K0%42,681 New
+$73.4K
$72.9K0%12,993
-10
-0.1%
-$56
$72.9K0%22,414
-2,372
-10%
-$7.71K
$72.8K0%14,564
-1,024
-7%
-$5.12K
$72.7K0%12,335
-18,637
-60%
-$110K
$72K0%10,005 New
+$72K
$71.9K0%31,552
+528
+2%
+$1.2K
$71.7K0%18,525 New
+$71.7K
$71K0%15,000 New
+$71K
$70.9K0%50,972
+34,968
+219%
+$48.6K
$69.3K0%12,864 New
+$69.3K
$68K0%10,219
+136
+1%
+$904
$66.8K0%20,055 New
+$66.8K
$66.7K0%14,523 New
+$66.7K
$65.3K0%19,680 New
+$65.3K
$65.3K0%25,028 New
+$65.3K
$64K0%15,235
-9,850
-39%
-$41.4K
$63.9K0%13,230
-1,215
-8%
-$5.87K
$63.8K0%19,035 New
+$63.8K
1 110111112113114126