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
301
$22.3M 0.06%
23,151
+2,412
302
$22.2M 0.06%
132,024
+399
303
$22.2M 0.06%
169,140
-20,438
304
$21.9M 0.06%
6,025
+255
305
$21.5M 0.06%
1,182,930
+275,035
306
$21.3M 0.06%
193,714
-1,775
307
$21.3M 0.06%
185,455
-21,581
308
$21.2M 0.05%
330,971
-6,194
309
$21.2M 0.05%
78,992
+9,275
310
$21.1M 0.05%
384,947
+20,986
311
$21.1M 0.05%
188,103
-7,854
312
$21M 0.05%
474,305
-4,458
313
$20.8M 0.05%
797,625
+21,958
314
$20.7M 0.05%
226,472
+7,667
315
$20.7M 0.05%
37,275
-644
316
$20.7M 0.05%
578,181
+6,338
317
$20.5M 0.05%
119,632
+1,876
318
$20.4M 0.05%
496,618
-9,020
319
$20.3M 0.05%
58,309
+2,946
320
$20.2M 0.05%
60,512
-1,282
321
$20.1M 0.05%
213,872
+11,912
322
$20M 0.05%
122,282
+4,748
323
$20M 0.05%
109,088
-2,024
324
$19.9M 0.05%
253,602
+7,428
325
$19.9M 0.05%
661,986
+38,515
11 12
13
14 15