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
$30.6K0%10,340
-6,395
-38%
-$18.9K
$30.4K0%33,138 New
+$30.4K
$30.4K0%30,082 New
+$30.4K
$30.3K0%11,655 New
+$30.3K
$29.5K0%13,799 ––
$28.2K0%24,483 New
+$28.2K
$28.1K0%19,260 New
+$28.1K
$27.5K0%10,235
-7,040
-41%
-$18.9K
$27.4K0%37,279
+19,257
+107%
+$14.2K
$27K0%18,460
+392
+2%
+$572
$26.8K0%33,249
+2,402
+8%
+$1.94K
$26.5K0%16,432 New
+$26.5K
$25.9K0%22,138 New
+$25.9K
$25.6K0%13,695 New
+$25.6K
$25.3K0%40,551
+1,420
+4%
+$885
$24.9K0%22,446
-10,990
-33%
-$12.2K
$24.4K0%69,610 New
+$24.4K
$24.3K0%12,230 New
+$24.3K
$24.3K0%11,461 New
+$24.3K
$24K0%20,374
-2,599
-11%
-$3.07K
$23.6K0%29,909 New
+$23.6K
$22.6K0%14,800 ––
$21.9K0%20,250 New
+$21.9K
$21.4K0%24,472 New
+$21.4K
$21.2K0%11,314 New
+$21.2K
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