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
$6.97B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$80.2M
2
+$38.5M
3
+$28.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$23.6M

Top Sells

1
+$16M
2
+$14.5M
3
+$14.1M
4
SPGI icon
S&P Global
SPGI
+$11.6M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$10.2M

Sector Composition

1 Technology 2.22%
2 Healthcare 1.19%
3 Financials 0.85%
4 Consumer Discretionary 0.68%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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