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
326
$19.7M 0.05%
159,906
+3,579
327
$19.6M 0.05%
364,060
-36,818
328
$19.3M 0.05%
+680,495
329
$19.3M 0.05%
260,259
-2,668
330
$19.3M 0.05%
469,539
+459,342
331
$19.3M 0.05%
494,579
+43,746
332
$19.2M 0.05%
938,538
-12,898
333
$19.2M 0.05%
795,412
+25,608
334
$19M 0.05%
39,608
+5,184
335
$18.6M 0.05%
94,025
-13,762
336
$18.6M 0.05%
173,142
-34,465
337
$18.5M 0.05%
205,949
+10,844
338
$18.5M 0.05%
252,954
-10,675
339
$18.4M 0.05%
29
+1
340
$18.4M 0.05%
221,304
-9,112
341
$18.4M 0.05%
5,823
+399
342
$18.3M 0.05%
588,264
+6,798
343
$18.2M 0.05%
767,016
+371,334
344
$18.1M 0.05%
142,506
-2,288
345
$18.1M 0.05%
106,046
+25,219
346
$18.1M 0.05%
518,530
+48,352
347
$18M 0.05%
1,006,080
+382,608
348
$18M 0.05%
197,493
+1,817
349
$17.9M 0.05%
300,604
+2,355
350
$17.8M 0.05%
+352,990
12 13
14
15 16