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
$6.99B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$27.7M
3
+$24.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$20.9M
5
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$20.1M

Top Sells

1
+$30.8M
2
+$20.5M
3
+$14.1M
4
AMGN icon
Amgen
AMGN
+$13.5M
5
HAP icon
VanEck Natural Resources ETF
HAP
+$11.2M

Sector Composition

1 Technology 1.94%
2 Healthcare 1.16%
3 Financials 0.9%
4 Consumer Staples 0.68%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$502K 0.01%
5,731
-72,603
277
$483K 0.01%
2,127
-2,144
278
$457K 0.01%
+4,630
279
$456K 0.01%
6,858
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280
$436K 0.01%
7,732
-192
281
$434K 0.01%
4,915
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282
$433K 0.01%
13,770
+4,386
283
$428K 0.01%
+8,792
284
$421K 0.01%
3,205
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285
$419K 0.01%
22,660
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286
$395K 0.01%
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287
$386K 0.01%
7,518
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288
$385K 0.01%
12,033
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289
$375K 0.01%
17,148
-2,922
290
$361K 0.01%
+8,652
291
$354K 0.01%
6,991
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292
$338K ﹤0.01%
669
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293
$322K ﹤0.01%
3,933
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294
$317K ﹤0.01%
1,848
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295
$315K ﹤0.01%
+3,238
296
$302K ﹤0.01%
+3,491
297
$295K ﹤0.01%
4,628
-590
298
$291K ﹤0.01%
8,429
-164,242
299
$280K ﹤0.01%
2,810
-270
300
$277K ﹤0.01%
13,440
-285
10 11
12
13 14