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
$38.7B
AUM Growth
+$4.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,478
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$404M
3
+$391M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$243M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$203M

Top Sells

1
+$421M
2
+$411M
3
+$287M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$204M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$164M

Sector Composition

1 Technology 11.27%
2 Financials 5.7%
3 Healthcare 4.76%
4 Industrials 4.26%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25.5M 0.07%
262,200
-103,280
277
$25M 0.06%
461,514
+74,486
278
$24.8M 0.06%
29,774
+689
279
$24.6M 0.06%
257,293
-9,113
280
$24.4M 0.06%
369,828
-865,530
281
$24.3M 0.06%
105,317
-1,872
282
$24.3M 0.06%
93,097
+3,481
283
$24.1M 0.06%
256,565
+11,765
284
$24M 0.06%
670,026
-76,699
285
$24M 0.06%
220,152
-53,745
286
$24M 0.06%
226,571
-45,740
287
$23.9M 0.06%
731,259
-6,225,271
288
$23.7M 0.06%
698,003
+50,485
289
$23.7M 0.06%
257,630
-25,971
290
$23.4M 0.06%
232,458
-5,765
291
$23.3M 0.06%
+615,609
292
$23.2M 0.06%
49,976
+1,968
293
$23.2M 0.06%
323,294
+13,728
294
$23M 0.06%
430,463
+20,583
295
$22.9M 0.06%
367,269
+68,036
296
$22.7M 0.06%
472,530
+372,239
297
$22.7M 0.06%
107,904
+17,581
298
$22.6M 0.06%
475,882
+21,739
299
$22.6M 0.06%
254,328
-38,777
300
$22.5M 0.06%
703,358
+38,969
10 11
12
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