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
351
$17.7M 0.05%
27,268
+3,266
352
$17.7M 0.05%
168,741
+12,184
353
$17.7M 0.05%
221,105
+8,922
354
$17.6M 0.05%
648,697
+33,294
355
$17.5M 0.05%
151,230
-35,831
356
$17.5M 0.05%
994,467
-533,920
357
$17.5M 0.05%
86,696
-4,579
358
$17.5M 0.05%
568,458
-7,807
359
$17.4M 0.05%
764,698
+233,275
360
$17.2M 0.04%
320,285
-6,623
361
$17.1M 0.04%
267,269
+239,384
362
$16.9M 0.04%
388,347
+11,430
363
$16.2M 0.04%
202,838
+823
364
$16.1M 0.04%
155,313
-4,348
365
$16.1M 0.04%
593,647
+479,935
366
$16M 0.04%
107,452
+6,927
367
$15.9M 0.04%
27,867
+9,878
368
$15.9M 0.04%
130,590
+2,623
369
$15.9M 0.04%
117,558
-37,675
370
$15.9M 0.04%
197,720
+1,669
371
$15.7M 0.04%
147,399
-12,352
372
$15.6M 0.04%
28,038
+6
373
$15.5M 0.04%
15,243
+1,342
374
$15.5M 0.04%
449,355
-20,780
375
$15.4M 0.04%
212,515
-2,684
13 14
15
16 17