Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $66.1B
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
+16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.17B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$67.1M
2
+$48.3M
3
+$43.7M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$36.7M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$33.8M

Top Sells

1
+$18.9M
2
+$9.67M
3
+$9.1M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$8.97M
5
META icon
Meta Platforms (Facebook)
META
+$8.17M

Sector Composition

1 Technology 2.02%
2 Healthcare 1.18%
3 Financials 1%
4 Consumer Discretionary 0.68%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$531K 0.01%
6,043
+940
277
$526K 0.01%
12,505
-394
278
$487K 0.01%
+9,740
279
$483K 0.01%
10,434
-12,025
280
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281
$474K 0.01%
7,924
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282
$468K 0.01%
11,148
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283
$461K 0.01%
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284
$460K 0.01%
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-110
285
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286
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287
$440K 0.01%
11,715
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288
$415K 0.01%
6,775
+3,512
289
$414K 0.01%
8,687
290
$410K 0.01%
2,947
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291
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10,010
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292
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2,347
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293
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294
$398K 0.01%
5,562
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295
$371K 0.01%
+3,080
296
$357K 0.01%
917
-3,926
297
$356K 0.01%
686
-1,009
298
$355K 0.01%
+5,315
299
$347K ﹤0.01%
5,218
-39
300
$305K ﹤0.01%
+9,384
10 11
12
13 14