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
$7.77B
AUM Growth
+$785M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$92.9M
3
+$31.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$25.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$22M

Top Sells

1
+$95.5M
2
+$34.1M
3
+$33.9M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$23.3M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$20M

Sector Composition

1 Technology 1.76%
2 Healthcare 1.04%
3 Financials 0.88%
4 Consumer Discretionary 0.77%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-6,378
377
– –
-32,850
378
– –
-21,672
379
– –
-364,951
380
– –
-190,442
381
– –
-272,728
382
– –
-37,233
12 13 14 15
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