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
$42.1B
AUM Growth
+$3.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,579
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$184M
3
+$134M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$124M
5
AAPL icon
Apple
AAPL
+$98.9M

Top Sells

1
+$45.9M
2
+$34.9M
3
+$32.2M
4
JNPR
Juniper Networks
JNPR
+$27.3M
5
PLD icon
Prologis
PLD
+$25.5M

Sector Composition

1 Technology 12.2%
2 Financials 5.63%
3 Healthcare 4.49%
4 Industrials 3.94%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$17.8M 0.04%
253,412
-6,847
352
$17.8M 0.04%
29
353
$17.7M 0.04%
882,758
-55,780
354
$17.6M 0.04%
758,102
-8,914
355
$17.6M 0.04%
223,561
+2,456
356
$17.6M 0.04%
569,068
+610
357
$17.6M 0.04%
171,187
+2,446
358
$17.6M 0.04%
653,017
+4,320
359
$17.6M 0.04%
116,662
-896
360
$17.3M 0.04%
197,195
+45,167
361
$17M 0.04%
410,000
-51,514
362
$16.8M 0.04%
747,171
+395,364
363
$16.5M 0.04%
143,078
+572
364
$16.5M 0.04%
56,183
-4,329
365
$16.4M 0.04%
153,795
-19,347
366
$16.4M 0.04%
373,849
+18,747
367
$16.3M 0.04%
5,514
-309
368
$16.3M 0.04%
358,818
-29,529
369
$16.3M 0.04%
199,762
+2,042
370
$16.1M 0.04%
113,874
-8,408
371
$16.1M 0.04%
263,022
+91,649
372
$16.1M 0.04%
183,288
+15,500
373
$16M 0.04%
156,121
+808
374
$16M 0.04%
208,313
-45,289
375
$15.9M 0.04%
76,709
+11,327
13 14
15
16 17