Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Portfolio holdings

AUM $45.5B
1-Year Est. Return 21.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.99B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$30.3M
3
+$27M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$22.5M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$21.7M

Top Sells

1
+$30.8M
2
+$23.1M
3
+$14.1M
4
AMGN icon
Amgen
AMGN
+$13.5M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$12.1M

Sector Composition

1 Technology 1.86%
2 Healthcare 1.16%
3 Financials 0.9%
4 Consumer Staples 0.68%
5 Consumer Discretionary 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
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