Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $73.7B
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.79B
AUM Growth
+$582M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$75.7M
3
+$56.9M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$37.1M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$34.8M

Top Sells

1
+$59.5M
2
+$47.4M
3
+$27.2M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$20.4M
5
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$14.8M

Sector Composition

1 Technology 2.15%
2 Healthcare 1.18%
3 Financials 0.91%
4 Consumer Staples 0.74%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
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