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
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.63%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27.5M 0.07%
601,146
+587,337
277
$27.4M 0.07%
946,629
+36,431
278
$27M 0.06%
377,129
-3,782
279
$27M 0.06%
867,724
-10,502
280
$26.9M 0.06%
755,005
+40,040
281
$26.8M 0.06%
246,357
-132
282
$26.6M 0.06%
211,702
+97,945
283
$26.6M 0.06%
267,191
-49,939
284
$26.5M 0.06%
290,139
-5,288
285
$26.5M 0.06%
107,528
-2,768
286
$26.4M 0.06%
252,766
-10,756
287
$26.4M 0.06%
130,063
+22,159
288
$25.5M 0.06%
715,528
+17,525
289
$25.1M 0.06%
417,653
+50,384
290
$25M 0.06%
218,314
-29,695
291
$24.9M 0.06%
368,435
-21,689
292
$24.8M 0.06%
23,634
+483
293
$24.8M 0.06%
104,040
-1,277
294
$24.4M 0.06%
6,151
+126
295
$24.2M 0.06%
371,930
+2,102
296
$24M 0.06%
213,652
+19,938
297
$23.8M 0.06%
30,264
+490
298
$23.7M 0.06%
94,711
+1,614
299
$23.7M 0.06%
570,208
-46,470
300
$23.6M 0.06%
726,024
-5,235
10 11
12
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