Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $60.4B
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
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$45.4K0%69,250
-53,213
-43%
-$34.9K
$45.3K0%13,473
+606
+5%
+$2.04K
$45K0%130,700 New
+$45K
$44.1K0%36,141
-15,369
-30%
-$18.8K
$42.5K0%15,724 New
+$42.5K
$41.9K0%34,597 New
+$41.9K
$41.1K0%60,371 New
+$41.1K
$40.5K0%15,472 New
+$40.5K
$40.5K0%85,083
+6,430
+8%
+$3.06K
$40.3K0%56,325
-25,683
-31%
-$18.4K
$39.9K0%11,500
$39.8K0%10,489
-1,000
-9%
-$3.79K
$39.5K0%25,803
+14,251
+123%
+$21.8K
$38.6K0%28,139 New
+$38.6K
$37.5K0%11,837
-11,086
-48%
-$35.1K
$36.4K0%31,892
+15,946
+100%
+$18.2K
$35.1K0%23,886
+10,651
+80%
+$15.7K
$33.4K0%58,547 New
+$33.4K
$32K0%31,956
$32K0%17,365 New
+$32K
$31.9K0%69,207 New
+$31.9K
$31.7K0%10,464 New
+$31.7K
$31.5K0%10,715 New
+$31.5K
$31.2K0%52,000 New
+$31.2K
$30.8K0%10,111
-5,730
-36%
-$17.5K