Wealth Enhancement Advisory Services Portfolio holdings
AUM
$60.4B
This Quarter Return
+8.75%
1 Year Return
+15.61%
3 Year Return
+48.2%
5 Year Return
+69.03%
10 Year Return
+118.46%
AUM
$60.4B
AUM Growth
+$60.4B
(+16%)
Cap. Flow
+$3.85B
Cap. Flow
% of AUM
6.37%
Top 10 Holdings %
Top 10 Hldgs %
23.67%
Holding
3,471
New
502
Increased
1,630
Reduced
1,084
Closed
148
Top Buys
| 1 |
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
$141M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$129M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$128M |
| 4 |
ALPS Smith Core Plus Bond ETF
SMTH
|
$126M |
| 5 |
Microsoft
MSFT
|
$113M |
Top Sells
| 1 |
Palantir
PLTR
|
$150M |
| 2 |
JPMorgan Short Duration Core Plus ETF
JSCP
|
$78.1M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$59.3M |
| 4 |
CBRE Group
CBRE
|
$36.7M |
| 5 |
UnitedHealth
UNH
|
$28.9M |
Sector Composition
| 1 | Technology | 12.76% |
| 2 | Financials | 6.58% |
| 3 | Industrials | 4.51% |
| 4 | Consumer Discretionary | 3.84% |
| 5 | Healthcare | 3.79% |
