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
301
$299K ﹤0.01%
3,079
302
$299K ﹤0.01%
+15,320
303
$295K ﹤0.01%
3,063
-46
304
$285K ﹤0.01%
+8,233
305
$282K ﹤0.01%
13,725
-154
306
$282K ﹤0.01%
6,357
+1,516
307
$278K ﹤0.01%
+12,202
308
$276K ﹤0.01%
4,708
309
$275K ﹤0.01%
6,721
-52
310
$271K ﹤0.01%
+11,265
311
$261K ﹤0.01%
4,721
-2,896
312
$260K ﹤0.01%
1,821
-13,015
313
$259K ﹤0.01%
+8,173
314
$254K ﹤0.01%
3,584
+426
315
$244K ﹤0.01%
+6,441
316
$234K ﹤0.01%
5,300
-1,724
317
$233K ﹤0.01%
5,362
+741
318
$220K ﹤0.01%
1,863
319
$216K ﹤0.01%
1,579
320
$208K ﹤0.01%
+4,554
321
$207K ﹤0.01%
+6,243
322
$204K ﹤0.01%
4,303
-1,047
323
$201K ﹤0.01%
+3,653
324
$201K ﹤0.01%
+2,874
325
– –
-86,508
11 12
13
14 15